How worried should investors be about a “second wave” of coronavirus cases?

The past week has seen a flurry of concerns about a “second wave” of coronavirus cases. It started when US infectious disease expert Anthony Fauci warned the coronavirus outbreak is not over and media started to focus on more than 20 US states seeing a rising trend in new cases, and then over the weekend, China reported a cluster of cases in Beijing around a market.

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Australian dawn

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The macro environment is rapidly changing as health concerns ease faster than expected and economies emerge from hibernation. While overall equity market valuations appear challenging there are a range of sectors that will benefit from this next phase.

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Market Update – May 2020

View from the hill

Despite the severe isolation measures put in place in countries all over the world, markets were generally strong through April. The US weekly jobless claims come off the record set in late March however the number of claims each week through April was still staggeringly high with over 30 million Americans having lost their jobs in just six weeks.

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