Knowledge Shared

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

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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Markets fear a global coronavirus pandemic

Feb 26, 2020

Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.

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Reflecting on coronavirus’ impact on bond markets

Feb 25, 2020

Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.

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Covid-19: assessing the impact on property markets

Feb 21, 2020

Xin Yan Low, Guy Barnard and Tim Gibson from the Global Property Equities Team, discuss the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.

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