Finweek - English

WINNERS IN THE ROUT

asking investment managers which stocks may pose value as the coronavirus rips through world markets and forces economies around the globe to their knees, may sound premature. But specks of light are starting to emerge amid the darkness of one of the world’s largest sell-offs in generations.

“There is a caveat,” warns Stephán Engelbrecht, fund manager at Anchor Capital. “If this virus continues after Easter weekend, there will be a real impact through job losses, insolvencies and economic contraction.”

The best outcome

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