What is R0 and why is it important? R0 is a statistical representation that epidemiologists use to describe how an infectious disease spreads through a population. Put simply, the average sick person, in a totally receptive population, must be able to get at least one other person sick (R0 = …
Escaping from the Lockdown In the context of global health and economic history, I can see that the Covid-19 lockdown economic impact was initially viewed as a short term problem, albeit one with serious ramifications. The realisation of growing infection and mortality rates has taken hold on political leaders. We …
It’s that time again when many commercial organisations are looking to kickstart their year off with a big marketing event so that they can display their wares in a good light and, hopefully, generate substantial new business volumes over the coming 12 months. Its a new year, but the behaviours …
Some Perspective On The Medical Issues While daily updates in infection and mortality statistics of the virus relay its spread and impact, it is also a record of a global failure in disease control by way of alertness and population monitoring. The official one million mark of cases infected is …
The more that I earn my livelihood from financial services the more I see the same commentary appear again and again. Call me a cynic but it’s about time that the financial media be it print, TV or digital copped itself on and stopped trying to sensationalise basic issues. With …
What’s Happened on Markets in the Last Week? The Roller Coaster continued and on foot of the governmental stimulus packages. The expected sign off by President Trump of the US package meant markets recovered some of its falls. Despite this individual stock markets are still significantly down on their opening …
The Past Week In Markets & Protective Action Against Covid-19 A few weeks ago global stockmarkets were at record highs, supported by data on the US economy which indicated continued growth ahead. But as Covid-19 made its way to Europe and the US, markets turned quickly into the fastest declines …
As an investment adviser, the starting point for all investment advice is understanding each client’s tendency to take risk as well as their tolerance in accepting possible losses. From an adviser’s perspective the nightmare scenario is a client who tells you that he/she is prepared to take risk in order …
Firstly, the health issues Much has been written on the medical and health issues of COVID-19 in recent weeks by people far more knowledgeable than I am, and much more will follow in the weeks to come. Nonetheless, there is no doubt we are going to see a huge increase …
In the last month I have been asked this question six or seven times by different people – clients as well as total strangers. “It’s looking cheap”, they say. “It must be a bargain now with prices so low. What do you think?” So when is it the right time to buy …
