COVID-19 Update: Contagion and Containment

March 12, 2020

The COVID-19 virus that started as a China-only issue with ramifications to supply chains has now gone global with adverse implications to consumer behaviour, capital investment and growth. In Europe, government containment initiatives have in some cases been draconian but time will tell if they stop the virus from spreading. Meanwhile, oil and base metals face downward pressure and the narrative of an emerging-market-led global upswing in 2020 seems a distant memory. Click here to read the full update.


By Michael Wainø Hansen, Senior Strategist, Global Evolution, “COVID-19 Update: Contagion and Containment”

(Global Evolution is an affiliate of Conning Holdings Limited)