At Prescient, we don’t usually comment on anything other than quantitative factors, the interpretation of data and what our models are telling us. We believe that investments should be based on research and facts, and that emotions are counterproductive to successful investment decisions.
But in these extraordinary times, we are going to glean insight from a local team working in China, who have witnessed the progression of the COVID-19 virus there first-hand. It may provide valuable perspectives in terms of its outcome, and perhaps offer a different picture to what is currently portrayed in the media.
Click here to read more...