The shape of things to come

When COVID-19 took hold, early hopes for Australia's economic recovery centred on the prospect of a V-shaped rebound. But as the pandemic continues to evolve and the impacts to our communities, businesses, markets and economies unfold in a socially-distanced environment, our assumptions are being challenged.

Listen to the latest Qpod episode, The Shape of things to come where Troy and Allison discuss:

• Their perspective on whether the shape of the forecast economic recovery is going to be a V, a squashed V, an L, U, W squashed square root, the Nike swoosh or the staircase– and offer their own surprising visualisations
• Provide an industry lens for looking at the market’s fascination with the shape of our economic recovery
• Give their alternative as to the "marker" for the economy's recovery given the bond market can no longer be relied upon
• Where they are seeing the growth tailwinds emanating in from
• How they are positioning their portfolios as markets bifurcate and geopolitical tensions continue to rise.