Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

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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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