It's good to talk: Taking comfort from company market calls

Companies show coronavirus resilience

At times such as these, investors are often given the advice theatre producer Martin Gabel once pressed upon an actor who was over-gesticulating: "Don't just do something – stand there!"

But as an active investment manager, I am not sure I can remember ever being so busy. I would like to think that what I have been doing stands our investors in a better position.  Much of my time has been spent dialling into company market calls. I am interested in not just the companies we own but their competitors, as this gives us a broader picture. Editor's View from the Desk: #5 - Brutal end to the bull market as fund managers face a new reality These calls are organised by brokers and are open to professional investors. Sometimes companies organise them directly and then fina...