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It’s time to start thinking about the postcrisis world


Fundamental research can help identify risks and opportunities.

During times of financial stress, my mantra for investors is to keep a long term orientation and remain grounded in the fundamentals. That’s been difficult to do during the coronavirus pandemic as the short term dynamics are changing rapidly and there are so many unknowns. I still believe my philosophy is valid, but I would modify it to: Focus on what the fundamentals should look like on the other side of the crisis, and understand the costs to get there.


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