During the webinar hosted by Canterbury on June 30, 2020, Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, provided his view on what to expect post-crisis. Considering the potential paths ahead, he sees a gradual reopening and recovery as the most likely scenario, but it won’t come without its economic challenges.

On the call, we addressed:

• Key risks the world will face once we emerge from the downturn
• Extraordinary policy responses from central banks and governments around the globe
• Challenges with massive increases in debt-to-GDP ratios and deepening fiscal deficits
• Global challenges pre-crisis that may add complexity to the economic recovery
• Investment implications in this altered macroeconomic landscape
• Questions from live webinar participants

Summary Notes for Navigating Uncertain Waters: Preparing for a Post-Pandemic World

The comments provided on the call do not necessarily represent the views of Canterbury.