Markets Weigh Coronavirus Concerns Against Fundamentals

The video discusses the impact of the coronavirus on global markets, highlighting the uncertainty it brings and its effect on earnings and consumer confidence. Experts from BlackRock, Morgan Stanley, and JP Morgan share insights on market strategies, emphasizing the importance of looking beyond short-term volatility and focusing on long-term opportunities. The discussion also covers the significance of yield in investment strategies and the risks associated with concentrated supply chains, particularly in China.

What is the significance of consumer confidence in the context of the coronavirus outbreak?

Discuss the implications of supply chain concentration in one area, particularly China.