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It feels like we are in Act II of a five-part Covid-19 play that Shakespeare could have written. This suggests we are not very far into the crisis with many uncertainties, twists and learnings left.
Act I delivered three defining moments. Australian bushfires in January, in March we realised that Covid-19 was truly deadly; then George Floyd was unlawfully killed on 25 May. |
| Act II is going to be about trying to make sense of it all by juggling more aspects, reactions and complexities as new characters, sub-plots and ideas emerge. We have three thoughts for the investment industry to ponder as the plot lines unfold: crisis circumstances, leadership responses and cultural aspects.
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