MARKET GPS
Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
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Coronavirus uncertainty likely to force Fed’s hand
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.
Markets fear a global coronavirus pandemic
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.
Recent fallen angels — a spectre of BBB downgrades to come?
Tom Ross, corporate credit portfolio manager, shares his views on fears of a surge in fallen angel bonds in 2020.
Reflecting on coronavirus’ impact on bond markets
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.
Under the microscope: disruption in healthcare
Disease treatment is changing rapidly, leading to new therapies and better long-term results for patients. Portfolio Manager Andy Acker and Research Analyst Dan Lyons discuss how these exciting advances are leading to new investment opportunities in healthcare.
Covid-19: assessing the impact on property markets
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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Global real money growth weaker but bottoming?
A post a month ago argued that global monetary developments in early 2020 would be key for assessing economic prospects.
Chinese money trends weak before virus hit
Chinese money and credit numbers for January were probably little affected by the coronavirus shock, which had limited economic impact until this month.
Utilities play vital role in electrification of global economy
Portfolio Manager Nick Schommer explores the transformation taking place in energy as utilities invest for the future.
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Global business investment cycle moving into H1 low
The forecast here – before the coronavirus shock – that the global economy would remain weak in H1 2020 rested partly on a judgement that the business investment cycle had yet to reach bottom.
Coronavirus: does it change the outlook for Chinese equities?
Charlie Awdry, China equities portfolio manager, shares his views on the current coronavirus outbreak, its impact and the implications for portfolio positioning.
Expected drawdowns – How much money should I lose?
Can historical and simulated data provide some guidance to what scale of asset price swings investors could expect over time? In this article Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, address the value of drawdown probabilities in helping to calibrate our expectations of price moves.