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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

A step closer to a digital future

Jan 6, 2021

Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.

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Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth

Dec 21, 2020

Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.

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Reaching for normal: the outlook for 2021

Dec 9, 2020

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.

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Sustainable equities: the future is green and digital

Dec 2, 2020

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

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A positive backdrop for US equities

Dec 2, 2020

Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.

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Analyzing the outlook for global dividends

Nov 23, 2020

Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends his team is seeing within the world of equity income.

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COVID-19 vaccine beats expectations

Nov 17, 2020

How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.

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A mostly benign outlook for U.S. inflation

Nov 17, 2020

Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.

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A potential turning point in the battle against COVID-19

Nov 10, 2020

Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.

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