In this podcast they discuss:

• Why you REALLY do have to buy before the good news arrives

• Are there still bargains out there after the bounce?

• What are markets telling us? “Sometimes markets tell you nothing, just what price desperate people are willing to sell at”

• Emerging markets why now, when COVID is hitting many economies with less developed healthcare systems?

• What lasting impact might this be having on consumer trends ?

• Could a a framework for dealing with consumer behaviour be useful for advisers? React, Reflect, Re-evaluate, Respond