The Covid-19 pandemic has brought economic activity around the globe to its knees, with negative consequences for corporate profitability. Nonetheless, risk assets have rallied sharply. The panel will discuss whether markets are looking beyond the current recession to better times ahead, or leaning too heavily on central bank support. We will also outline recent tactical asset allocation changes, as well as what adjustments could be made over the coming months. Presented by our investment team panel: Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton, Alex Burn; and Asim Qadri around these discussions. Hosted by Lorna Denny, Investment Specialist. Due to current situation this is a Lo-Fi recorded podcast due to our panel all working remotely. We will hopefully return to our studio quality broadcasts in the near future. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.