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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

IRS Provides Relief to All Who Have Taken RMDs in 2020

Jul 1, 2020

An update on how IRS Notice 2020-15 impacts clients who already took RMDs in 2020 – before the CARES Act dictated that they didn’t have to.

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Breaking the Link: GDP Declines and Default Rates

Jun 29, 2020

Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.

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The Shape of Credit

Jun 25, 2020

A look at factors shaping credit markets, from central bank support to potential resilience from financials.

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So … What About Inflation?

Jun 24, 2020

Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.

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China: Moderation Expected After a Steady Early Recovery

Jun 23, 2020

A look at the key issues impacting China’s recovery post-COVID-19 and stock market performance year to date.

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What a Return to “Normal” Could Mean for Equities

Jun 18, 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 17, 2020

Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.

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The COVID-19 Recession: Sharp but Short?

Jun 15, 2020

Why the economic impact from COVID-19 could end up being one of the sharpest but also one of the shortest recessions on record.

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The Big Rotation

Jun 11, 2020

An explanation of the market’s dramatic gains in recent weeks and factors that need to be in place to sustain a V-shaped recovery.

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