Investors and market participants should be aware of the Coronavirus and the equity market declines which have occurred during February on the back of concerns around its likely effect on future economic

performance and company profits. During market drawdowns such as these, we believe that it is important to remain calm and not be forced into making rash short-term decisions which impede the ability of investors to achieve their financial goals. While market sell offs are never comfortable, we believe that it is important to focus on whether the moves are driven by sentiment or long-term fundamentals. In our view, many of the movements have been based on panic and emotions, as investors are not able to stomach the volatility that comes with investing in equity markets. We will continue to monitor proceedings closely, as we unpack whether rebalancing or restructuring of portfolios is prudent given the market movements.

read more