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

Secular Tech Themes Still Intact

May 23, 2021

Powerful secular themes are still the main driver to long-term tech earnings growth.

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Making sense of COVID-19 vaccine IP waivers

May 23, 2021

Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

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Health care’s innovation shifts into high gear

Mar 23, 2021

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

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Emerging market equities: same storm, different boats

Mar 11, 2021

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

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COVID variants: The impact on pandemic trajectory & biopharma stocks

Feb 8, 2021

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

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Is this ‘value’ rally for real?

Jan 18, 2021

With COVID heralding a dramatic change in government and central bank policy, and the Brexit transition period over, Portfolio Manager Stephen Payne considers the prospects for UK ‘value’ assets in 2021.

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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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Multi-asset outlook 2021 – all change

Jan 5, 2021

News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.

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