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Asia ex-Japan Strategy Update: June 2020

The current economic environment is in many respects unprecedented. In the last century, perhaps with the exception of the world wars, almost all financial crises have been ‘financial’ in nature. Today’s crisis is different: it is not just about ownership or claims on assets, it is a public health crisis. When the coronavirus pandemic eventually recedes, what will a recovery in equities look like?

Hosted by Jonathan Pines, Lead Manager on Hermes Asia ex-Japan, we consider the potential outcomes from the coronavirus crisis, discuss how our Asia ex-Japan portfolio is positioned to weather volatility and share fund performance year-to-date.

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