Capital Perspectives March 2020

Tony Roth |
Investment Management
Cap-Perspectives-NC.jpg

In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he continues his discussion on the global impacts of the coronavirus and how the economy and markets may—or may not—respond.In Focus shares a conversation with Tony Roth and Dr. Amesh Adalja, a Fellow with the Infectious Disease Society of America, regarding the coronavirus.Investment positioning and hedge funds asset class overview.

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Moving to an Underweight in Equities

Tony Roth |
Wilmington Wire
disease epidemic New coronavirus “2019-nCoV”, handwritten text.

February 25, 2020 — The spread of the novel coronavirus COVID-19 has gripped the globe, risking lives and spreading fear even faster than the virus itself. From an investment perspective, we have been following the progression from its believed origin in the Hubei province of China to roughly 36 other countries and anticipating the economic and market ramifications.

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