Writing for the Australian Financial Review, Tribeca’s Jun Bei Liu talks discusses the importance of future-proofing investment portfolios:

One of my associates recently posed an interesting question. The person noted that the market had been meandering over the past few weeks and wanted to know what investors were waiting for. My answer was: they are waiting for reality.

The rollercoaster performance of the equity market in the past three months has been truly remarkable. Investors have shifted from extreme fear to comfortably looking past short-term earnings.

Many companies expect to report horrific numbers in the March and June quarters, particularly those operating in sectors where there have been forced shutdowns. Many will post significant losses.

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