The Coronavirus pandemic and the economy - a Q&A from an investment perspective

Along with the horrible human consequences, the coronavirus pandemic is having a huge impact on the way we live, and as a result, investment markets. This note provides a simple Q&A for most of the main issues from an economic & investment perspective.

  • Significant government support is essential to enable parts of the economy to successfully hibernate;

  • This will be financed by borrowing and is affordable, given Australia’s relatively low public debt and low borrowing rates;

  • Central bank support to keep financial markets functioning properly is also essential and quantitative easing is part of this; and

  • We are more likely to see a U-shaped recovery than a V or L.

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