Opinions

PE tends to be a GDP-linked business, and the bigger risk facing the industry amid COVID-19 is a genuine economic deterioration

Coming months should provide opportunities to add to cyclical exposure when markets become more realistically priced

With reduced financial firepower, options will dwindle

One of the worst affected sectors happens to be the financial industry

Entire sectors are devastated, across manufacturing and service activities

A combination of factors led to the perfect storm, and it's unlikely we'll see those emerge simultaneously once more.

Governments should revisit their national education strategy to tackle the challenges and hardships of the new reality

A business that will start in these times will have to be automated, digitized, efficient and agile

The current debate on whether to classify the pandemic as black swan or not continues

There is reasonable hope that the economy will restart in H2, but as markets are already priced for it, the system is vulnerable, and unstable