As most of you know, we outsource responsibility for constructing the Clearwater Investment Portfolios to a company called Evidence Based Investments (EBI). EBI provide us with a wealth of resources to help us articulate our investment proposition and they are also able to analyse for us how various market events compare with those that have gone before.
On this occasion, they have produced a brief presentation looking at how a range of the EBI Portfolios have reacted to previous virus outbreaks in recent times, namely:
SARS: January 2003 - March 2003
Avian Influenza: January 2004 - August 2004
MERS: September 2012 - November 2012
Ebola: December 2013 - February 2014
Zika: November 2015 - February 2016
Coronavirus: January 2020 - Present
I have reproduced the summary chart below but if you would like a copy of the full report (it’s mostly nice graphs and not too heavy), please let me know and I will e-mail it over to you.
The chart below will be easier to read if you select ‘web layout’ under the ‘View’ options in Word. I will be able to e-mail the fiull report as a PDF.
I don’t think it will come as a surprise that the coronavirus pandemic has caused the most extreme reaction, as none of the previous outbreaks led to an effective shutting down of the global economy.
As always, please do feel free to call me at any time to discuss anything that might be concerning you.
With best regards,
Yours sincerely
Graham Ponting CFP Chartered MCSI
Managing Partner
