Investment Strategy - Call for continued caution

News item -

The coronavirus continues to steer markets and our lives. As infections decline and countries announce that they are likely over the peak, the question becomes: What’s next?

It now appears that after the corona shock, coming out of lockdown will be a slower and more cautious exit than had been assumed. Governments around the world are mostly proceeding with small, measured steps toward opening their cities. 

It remains to be seen if and when consumers will venture out and resume their lives. But it is not only consumers determining the pace of economic activity. Revving up auto production in Germany, for example, will depend on the willingness of workers to go back to factories as well as on the return of supply chains and market demand. In short, ‘normal’ still seems a long way off.

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