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By Mark DOWDING, CIO at BlueBay Asset Management
Epidemiology replaces ESG as the driving force behind market price action, for now at least.
Price action in global financial markets has been dominated by headlines surrounding the spread of the coronavirus during the past week. Notwithstanding draconian measures to close transport links and the mandatory wearing of masks in public places, there is no sense that the acceleration in new infections has yet peaked and there are growing fears that the number of cases outside of Hubei province are starting to escalate.
Viral impacts
With airlines suspending flights to China and businesses and factories extending...
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