In early May Just One Lap founder Simon Brown looked at the economic data so far in an attempt to gauge how the pandemic has impacted global economies and markets. The picture was bleak and gave a glimpse into how the economic impact of the pandemic will play out.
In this video, Simon dives deeper into that data working out a best and worst scenario for the pandemic.
He’ll use Bayesian Theory to determine which track we’re likely on and help investors to know what data to watch and decide for themselves which scenario is the most likely at any point in time.
Simon then suggests strategies for how we should respond to each scenario as investors. He also recommends specific assets for each scenario so investors will have a solid framework to structure their own long-term portfolio.
- You can download his risk matrix here.
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