Managing a portfolio that consists of investments in real...

Managing a portfolio that consists of investments in real estate, business credit, financial services, emerging markets and growth companies, with less than 3% direct exposure to listed equities, has proven to be the right choice for the [ clients of this substantial investment advisory firm].This firm sent mean email today recommending exposure to fixed income securities. with the subject line:
'Why fixed income shines among COVID-19 chaos'

But there is an equity investment that can easily beat fixed interest today.

Which sector of the Australian stockmarket can be forecast to show increasing cash flow and therefore profits thru 2020 ...in this coronavirus afflicted world?

No..not retail, not banks, not tech stocks.

Yes...Aussie gold producers can be expected to generate increasing cash flows from their very high margins and with those margins locked in thru forward sales of gold production at A$2500+ into 2020 and 20121 .

Here's what Ray Dalio had to say a few days ago about the coronavirus :
Dalio: "This is one of those once-in-100-years catastrophic events

Billionaire hedge fund manager Ray Dalio has described the novel coronavirus (COVID-19) as “one of those once in 100 years catastrophic events” that will hit leveraged companies the hardest, cause substantial market dislocations and potentially lead to a significant downturn. The Founder of Bridgewater Associates, one of the world’s most prolific alternative managers with US$160 billion in assets, separated the crisis into three inter-related components: 1) the virus, 2) the economic impact of reactions to the virus, and 3) the market action. Dalio, whose views are highly sought after by investors given Bridgewater's focus on macro investing, published his comments on a LinkedIn post yesterday. In this wire, I summarise his commentary pertaining to the economy and markets.