Hedge Fund Reactions To The Coronavirus

Uncertainty remains but we still expect a transitory economic impact from the Coronavirus outbreak. In a bestcase scenario, authorities measures could help reverse the trend within weeks, with containment by the end of Q1. In a base-case scenario, the two-week incubation period leads to serious international contagion. Thus far the fatality rate stays low. Travel restrictions and a better understanding of the virus could lead to a resolution by the summer.