Thought Leadership Research 2

On a monthly basis, Whitehelm publishes proprietary research on current macroeconomic or financial market issues, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

Research Listing

COVID-19 - A MIGRAINE FOR MARKETS

COVID-19 - A MIGRAINE FOR MARKETS

March 2020

We discuss the realised and expected economic and financial market impact of COVID-19. We discuss the demand-side and supply-side shocks that the effective shutdown of China’s economy for a month are causing.  We also consider the ramifications of two scenarios that could unfold from here, one being relative containment (albeit this is looking less likely every day), the other being broader contagion.

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