Market Fundamentals vs. Coronavirus
Will coronavirus trigger a bear market – or are we simply experiencing an ordinary market correction? Nick Reece, senior financial analyst & portfolio manager at Merk Investments, joins Real Vision to unpack the underlying state of the global economy and risk asset prices in order to explore this timely and important topic. Using his analytic framework, Reece covers global manufacturing output, market volatility, earnings multiples, labor cycle analysis, historical examples, and the relative rates of return across multiple asset classes. Filmed on February 26, 2020 in New York.