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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

Investment Themes for the Economic Recovery

Sep 22, 2020

The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.

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Abenomics: More Arrows in the Quiver?

Sep 14, 2020

Japanese Prime Minister Shinzo Abe’s resignation signifies an end to “Abenomics,” policies based on monetary easing, fiscal stimulus and structural reforms.

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Bond Markets Channel Their Inner Tubthumping

Sep 3, 2020

A reflection on how the lyrics of a pop hit from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.

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Investors: Step Back from the Market’s Edge

Sep 2, 2020

Current market extremes present shifting reward-to-risk opportunities.

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Health Care Gains an Edge

Sep 1, 2020

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

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Some New (Old) Lessons for Investors

Aug 31, 2020

Now that stocks are back above their pre-crash record highs, we revisit some advice published in March – and find much of it remains unchanged.

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A Superfluous Tweak to the Fed’s Mandate

Aug 28, 2020

Despite a shift in policy, the Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.

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The Regulatory and Policy Landscape for Big Tech

Aug 26, 2020

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?

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Japanification: Europe First and Now the U.S.

Aug 25, 2020

The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.

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