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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.

Latest Insights

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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What’s next for U.S. large-cap growth equities?

Dec 21, 2020

Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.

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Optimism for a renewed focus on fundamentals in small- and mid-cap growth

Dec 21, 2020

Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.

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Signs of a Renewed Appreciation for Sustainable Growth in 2021

Dec 17, 2020

Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.

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Value rotation represents a style change for 2021

Dec 14, 2020

Portfolio Manager Luke Newman highlights the distinct challenges the pandemic posed in 2020 and considers the prospects for absolute return in the months ahead.

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Global Perspectives: Are we in a sweet spot for credit investing?

Dec 11, 2020

A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.

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Reaching for normal: The Outlook for 2021

Dec 11, 2020

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.

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How the return to “Normal” could reshape markets

Dec 11, 2020

Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.

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