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1st June 2020

What is new and how does that affect my investment strategy and portfolio?

In my annual review of my portfolio last month, I focussed on an analysis of what had happened in "normal time" any effects of current, more challenging times, had not yet come through. But what is the risk to companies and to my portfolio strategy and is it worth continuing to invest in this sector? More generally what are the lessons of this stress test for the future?

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