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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.

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Latest Insights

Coronavirus update from the Strategic Fixed Income Team

Mar 12, 2020

The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.

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Coronavirus: Reassessing the outlook for global growth

Mar 12, 2020

Although the COVID-19 coronavirus could slow global GDP growth in the near term and drive market volatility, Portfolio Manager Jeremiah Buckley sees reasons to be optimistic about a rebound in 2021.

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From complacency to panic: Coronavirus and oil

Mar 9, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the recent market shock as oil prices tumble and the Coronavirus continues to impact countries globally.

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US Fed’s emergency rate cut not a cure for volatility

Mar 4, 2020

The US Federal Reserve’s surprise rate cut reflects the increasing uncertainty the US economy and investors currently face. Jim Cielinski, Global Head of Fixed Income, provides his views on what the highly unusual move means for markets and why he believes investors should remain cautious.

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Global tech: actively managing the coronavirus impact

Feb 28, 2020

Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team assess the impact of the coronavirus on tech companies and shares their near-term views for the sector, as well as portfolio implications.

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Headshot Simon Ward

Euroland monetary reversal confirmed

Feb 27, 2020

Euroland money numbers for January provide further evidence that the global monetary backdrop was deteriorating before the coronavirus shock.

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Coronavirus and healthcare: a complex dynamic

Feb 27, 2020

As the coronavirus spreads, some healthcare companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise. But Portfolio Manager Andy Acker says investors should not lose sight of the big picture.

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“Cyclical” equities – risk or opportunity?

Feb 26, 2020

The MSCI World cyclical sectors index last week briefly reached a new record relative to the companion defensive sectors index, seemingly ignoring a soft global economy and the negative impact of the coronavirus shock.

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Coronavirus uncertainty likely to force Fed’s hand

Feb 26, 2020

Co-Head of Global Bonds Nick Maroutsos explains why markets reacted as they did in the face of the spreading coronavirus and why the US Federal Reserve (Fed) will ultimately have to cut rates to account for the outbreak’s economic impact.

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