Dara White

Head of Global Emerging Markets Equity at Columbia Threadneedle Investments
On the record
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  • When this rate (of new infections) reverts to linear rather than exponential growth, we will be more comfortable calling a market bottom. We expect an economic impact, but a transitory one, with a quick rebound in growth once the virus is contained. The market will look through any earning misses or reduced guidance once containment is in sight.

    19 August 2020