{"id":482,"date":"2020-03-04T05:48:00","date_gmt":"2020-03-04T05:48:00","guid":{"rendered":"https:\/\/halcyonpw.com.au\/?p=482"},"modified":"2020-05-20T05:54:08","modified_gmt":"2020-05-20T05:54:08","slug":"stimulus-hopes-an-opportunity-to-reduce-portfolio-risk","status":"publish","type":"post","link":"https:\/\/halcyonpw.com.au\/stimulus-hopes-an-opportunity-to-reduce-portfolio-risk\/","title":{"rendered":"Stimulus hopes an opportunity to reduce portfolio risk"},"content":{"rendered":"\n
The last week has been exceptional, both in terms of market movements (see chart below) and how quickly the outlook for the global economy has evolved. Last Monday, we outlined our view that it seemed likely that containment of the novel coronavirus within China had failed. Data released since then has supported that view, with large outbreaks in Iran, South Korea and Europe.<\/p>\n\n\n\n