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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

Keep the seatbelts fastened

Jul 7, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.

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Internet companies: a lollapalooza of forces

Jul 3, 2020

Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, investigate how some companies have used disruptive situations to emerge stronger and explore the lollapalooza of forces which can often lead to an outcome that is much larger than the sum of the parts.

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So… what about inflation?

Jun 23, 2020

John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”

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What a return to ‘normal’ could mean for equities

Jun 23, 2020

In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.

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Why secular growth leadership will likely continue

Jun 23, 2020

Portfolio Manager Doug Rao discusses the outperformance of secular growth companies and the themes that have allowed this leadership to become more entrenched during the COVID-19 pandemic.

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Podcast: Understanding the science and investment implications of COVID-19 (part 7)

Jun 19, 2020

In our ongoing series on COVID-19, Portfolio Manager and Research Analyst Dan Lyons and Director of Research Matt Peron discuss the current state of the pandemic and what investors should consider as the economy tries to return to “normal.”

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China: a steady early recovery but a moderation expected

Jun 17, 2020

In this Q&A, May Ling Wee from the China Equities Team, comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.

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The big rotation

Jun 8, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.

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Beyond the nadir

Jun 4, 2020

Just over two months has passed since markets dramatically sold off as the COVID-19 pandemic unfolded. There is much talk of the ‘new normal’ in every aspect of our lives, but what does this mean for fixed income? Nick Maroutsos, Dan Siluk and Jason England, co-managers of the Absolute Return Income strategy, answer some of the key questions.

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