Why governments have been focusing on the consumer and what it means for investment opportunities
There are many differences between the 2008 financial crisis and the 2020 COVID-19 induced economic crisis, not the least of which is how the policymakers have responded. In 2008 the bailout of the banks was the focus, and in 2020 the bailout of the consumer was the focus. So why have governments been focusing on the consumer, and what does that mean for investment opportunities? Is this a long-term thematic that investors should be navigating in their investment allocations?
Click below to view Will Nicoll, the chief investment officer of private and alternative assets at M&G Investments, speaking at the Top1000funds.com Fiduciary Investors Symposium global conference.
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