The COVID-19 pandemic is far from over, but with March coming to a close we have perhaps seen the end of the first act. Most of the developed world is in various degrees of ‘lockdown’; anxiously watching poorly reported – and often poorly understood – numbers for indications that their government’s strategy is working. Meanwhile equity markets saw one of their worst ever quarters in Q1 2020, as whole swathes of the economy were shut down by government diktat. The speed with which the situation d ....
08 Apr 2020
Children of the Revolution
Ruffer Investment Co. Ltd. (RICA:LON), 271 | Pershing Square Holdings, Ltd. Public Class USD Accum.Shs (PSH:LON), 3,867 | Baillie Gifford UK Growth Trust PLC GBP (BGUK:LON), 159 | Mid Wynd International Investment Trust PLC (MWY:LON), 0 | Baillie Gifford US Growth Trust Plc (USA:LON), 195 | Scottish Mortgage Investment Trust Plc (SMT:LON), 821 | Manchester & London Investment Trust PLC (MNL:LON), 0 | Finsbury Growth & Income Trust PLC (FGT:LON), 810 | Attendo AB (0RCY:LON), 0 | Baillie Gifford European Growth Trust PLC GBP (BGEU:LON), 0
Children of the Revolution
Ruffer Investment Co. Ltd. (RICA:LON), 271 | Pershing Square Holdings, Ltd. Public Class USD Accum.Shs (PSH:LON), 3,867 | Baillie Gifford UK Growth Trust PLC GBP (BGUK:LON), 159 | Mid Wynd International Investment Trust PLC (MWY:LON), 0 | Baillie Gifford US Growth Trust Plc (USA:LON), 195 | Scottish Mortgage Investment Trust Plc (SMT:LON), 821 | Manchester & London Investment Trust PLC (MNL:LON), 0 | Finsbury Growth & Income Trust PLC (FGT:LON), 810 | Attendo AB (0RCY:LON), 0 | Baillie Gifford European Growth Trust PLC GBP (BGEU:LON), 0
- Published:
08 Apr 2020 -
Author:
Thomas McMahon, CFA -
Pages:
6
The COVID-19 pandemic is far from over, but with March coming to a close we have perhaps seen the end of the first act. Most of the developed world is in various degrees of ‘lockdown’; anxiously watching poorly reported – and often poorly understood – numbers for indications that their government’s strategy is working. Meanwhile equity markets saw one of their worst ever quarters in Q1 2020, as whole swathes of the economy were shut down by government diktat. The speed with which the situation d ....