Investment Conundrums: Aviva CIO and head of multi strategy on protecting against 'worst-case scenario'

Taking advantage of opportunities from "short-term market dislocations"

Stock and bond markets are not yet pricing in the "worst-case scenario" of an 18-month to two-year recession, according to Aviva Investors' CIO Peter Fitzgerald and head of multi strategy Mark Robertson, despite the sell-off that risk assets in particular have suffered over recent weeks as the Covid-19 pandemic continues to ravage the global economy.