Investment Influencers coronavirus crisis Q&A: Sanlam's Barry Cowen

Health-driven not financial-driven crisis

UK fund selectors give their unique take on the rapidly evolving global coronavirus crisis from a professional and personal perspective. Today, we hear from Barry Cowen, fund manager at Sanlam.

How does the market fallout from the coronavirus pandemic compare with other tough times during your career? Are there lessons you have learnt during your career that can help you now? The key difference this time is that previous major drawdowns had been financial at their heart. This one is health driven, where wealth has borne the painful collateral damage. It is possible that economic solutions may manage the market, but they alone are unlikely to be sufficient to resolve the fallout. Now the ‘buy-low', ‘buy when others are fearful…' etc. comments are appealing and very sensible fu...