After pushing through all-time highs, many international equity markets are back to 2019 levels on coronavirus fears.
While the US economy has performed reasonably well, there are now big questions over the impact of coronavirus on the global economy.
Domestically, growth remains patchy with continued disruption to traditional industry structures and business models.
Australian companies are trying to navigate the challenges — and seize the opportunities.
Armed with the most recent insights from this reporting season, Crispin will detail where we see the best industry and company-level opportunities. Crispin will also outline how he is positioning his portfolio to navigate macro and thematic risks.