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As proven by the actual experience, not theoretical kite flying, large funds with decent unlisted assets faired quite well in and post the GFC, SARS (which by the way was also an especially travel and tourism impacting event) and several job shrinking recessions.

I’d be more worried having exposures to market asset heavy finds that are significantly more impacted by the panicked actions of some market participants, a deal of which isn’t a lot different to toilet paper hoarding behaviour.