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This note is an update as the COVID-19 outbreak continues to evolve and it is a tragedy with significant human and social cost. We are assessing the investment implications of COVID-19 for clients using the framework that was highlighted in our previous Market Insights on COVID-19.
We reiterate our lack of expertise in infectious diseases but we have collated input from health experts, China based professionals, and Frontier Senior Consultant, Martin Thompson, who has a PhD in Molecular Cell Biology and previously undertook virology research.