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Navigating Coronavirus Uncertainty

Perspectives from our investment teams on the market impact and key considerations for investors

The spread of the COVID-19 coronavirus has created uncertainty about the outlook for global economic growth and led to heightened market volatility. Our clients are our top priority, and we’re focused on minimizing downside risk without losing sight of long-term opportunities. Although the virus is unique, market shocks are not, and our investment teams are experienced in managing bouts of volatility. Here, they share their latest thinking on how the coronavirus is impacting markets and what it means for investors.

Latest Insights

Will the hump in defaults be a hill or a mountain?

Oct 6, 2020

Seth Meyer, Corporate Credit Portfolio Manager, and Esther Watt, Client Portfolio Manager, explore the default outlook for high yield bonds and the risks and opportunities this presents.

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Strategic Fixed Income: the predictable Japanification of US corporates

Oct 6, 2020

Jenna Barnard, Co-Head of Strategic Fixed Income, discusses how the suppression of volatility in interest rates by major central banks has spread the Japanification phenomenon to the US.

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US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis

Oct 5, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the US election.

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COVID and tech: what have we learned as investors?

Sep 9, 2020

In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.

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Not a question of either/or

Aug 5, 2020

Matt Peron, Director of Research, discusses how secular trends and economic recovery present opportunities for stocks and how firms are adapting to shifting customer behaviours in a post-pandemic world.

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An historic day for Europe

Jul 21, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.

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Investing sustainably through the COVID crisis

Jul 17, 2020

Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the Global Sustainable Equity Strategy has fared through the COVID crisis so far and discusses how they have navigated the recent market rotation from growth to value factors.

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Making sense of equities in 2020

After the storm: What a return to ‘normal’ could mean for equities

Jul 17, 2020

In this Q&A interview, Director of Research, Matt Peron, discusses the current state of the pandemic and what investors should consider as the economy tries to return to ‘normal’.

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