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Episode #1 - Making sense of the nonsensical!
Malcolm, with his enormous experience including the 1987 share market crash, shares with us how he sees the global economy, the recent stimulus especially in light of recent rate cuts and the new stimulus package in Australia and the support announced from other central banks. He discusses his views on the stock level and their valuations after the recent sell-off including the good, the bad and the ugly.
Episode #2 - Defensive Assets: True to label in volatile times!
In session 2, Andrew Papageorgiou Joint Managing Partner of Realm shares with us his view on how the current environment initially played out, how it impacts the defensive assets markets and what Realm is doing to manage this and take advantage of the liquidity needs in the market. He also shares his personal view on how people should best deal with the crisis.
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