Old Mutual CEO Sees Strong Recovery for Insurance Firm

The transcript discusses the economic recovery post-COVID-19, highlighting consumer resilience and banking data trends. It addresses concerns about a potential second wave of COVID-19, especially in Europe and South Africa, and its possible impact on businesses. The discussion includes forecasts on business restrictions and economic activity, with a focus on stock market levels and challenges faced by businesses.

What is the forecast regarding the lockdown levels if a second wave occurs?

What does the text suggest about the pricing of challenges faced by businesses?