When stocks rebound, WHERE best to invest?

[Argon]

If I were you, I would exchange at least half of my euros into pounds now. Plenty of risks around the Euro, wouldn't want to hold too large an amount if it weren't my home currency.

Wise advice when asked about shorter term positions with a single currency pair - 50/50.

[Montello]

Markets hanging in there today.

I’ve seen some pretty grim GDP forecasts.

If I look at my own spending it’s crashed, I’m not going out, spending money on general stuff, buying fuel, holidays and so on. Multiply these reductions in personal spending by billions and you have a huge impact on the economy.

What we need to see is some better data from China but it seems they have stopped sharing.

I’m expecting commercial and residential tenants to default, not sure how to deal with that.

Edit, just looked Hilton Hotels are down 79%

[murkeywaters]

Markets hanging in there today.

I’ve seen some pretty grim GDP forecasts.

If I look at my own spending it’s crashed, I’m not going out, spending money on general stuff, buying fuel, holidays and so on. Multiply these reductions in personal spending by billions and you have a huge impact on the economy.

What we need to see is some better data from China but it seems they have stopped sharing.

I’m expecting commercial and residential tenants to default, not sure how to deal with that.

Edit, just looked Hilton Hotels are down 79%

Your right, I'm getting more emails from past businesses I have dealt with touting for trade and I cant help but feel sorry for them.

Also had a double glazing company call this evening as I spoke with them about 18 months ago, they gave me the usual "we're in your area and have special deals, once these deals are finished it will be much more expensive"

I thought, just be honest mate, your struggling and touting for work and still using the same old sales tricks, I would much rather an upfront approach of, we're in bad times and have cut our prices to keep the business and employees going, any windows you might be thinking of changing please let us know as we would really appreciate your consideration.

[Montello]

Your right, I'm getting more emails from past businesses I have dealt with touting for trade and I cant help but feel sorry for them.

Also had a double glazing company call this evening as I spoke with them about 18 months ago, they gave me the usual "we're in your area and have special deals, once these deals are finished it will be much more expensive"

I thought, just be honest mate, your struggling and touting for work and still using the same old sales tricks, I would much rather an upfront approach of, we're in bad times and have cut our prices to keep the business and employees going, any windows you might be thinking of changing please let us know as we would really appreciate your consideration.

A tough recession seems inevitable. There will be failed businesses and significant job losses which take time to rebuild.

All these government packages just seem the be loading up businesses with more debt with no idea of how long this will last. Looking towards Italy we have not even started here yet.

[Omegamanic]

A tough recession seems inevitable. There will be failed businesses and significant job losses which take time to rebuild.

All these government packages just seem the be loading up businesses with more debt with no idea of how long this will last. Looking towards Italy we have not even started here yet.

Well, true lockdown would eradicate things within 2 weeks, at least within each country - so a concerted and joined up effort could and would sort this relatively quickly.

[Montello]

Well, true lockdown would eradicate things within 2 weeks, at least within each country - so a concerted and joined up effort could and would sort this relatively quickly.

Note sure of your sources, China has been locked down longer than that and still has issues.

Regarding the OPs assertion it’s not what to buy when it bounces back but when can we be confident the virus period is over ...

[pacifichrono]

Note sure of your sources, China has been locked down longer than that and still has issues.

Regarding the OPs assertion it’s not what to buy when it bounces back but when can we be confident the virus period is over ...

I believe the correct question is: when is the best time to buy what market segment?

I think different companies and different sectors will bounce back quicker, or lag behind longer. An index tracker will smooth that out for you, but will also "dull" the benefits of the upswing. Picking the right stocks, the right industries, AND the right timing will be a real challenge in this market we're now pioneering. It's not for the faint of heart.

[Omegamanic]

Note sure of your sources, China has been locked down longer than that and still has issues.

Regarding the OPs assertion it’s not what to buy when it bounces back but when can we be confident the virus period is over ...

? Then it hasn’t been under a “true lockdown” has it?! Without the ability for transmission, it would be eradicated in each locked down setting within 14 days. These facts are known, and easily researchable.

Also, China is stating no newly transmitted cases within the country.

It can only last a max of 3 days on surfaces for example.

Locking down a community, will just allow transmission within each community. Locking down each home is likely to be a next/later step.

[ernestrome]

What does the BOE bond purchase mean for gilt indexes?