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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

RBA to Markets: “We are Still Here”

Aug 7, 2020

Dan Siluk’s insight on why the Reserve Bank of Australia has chosen now to reenter markets with the aim of keeping interest rates at its designated target.

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What Will It Take to Sustain the Budding Market Recovery?

Aug 5, 2020

The elements that have fueled the market recovery and the factors that can help to sustain it.

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Can the Market’s Immunity Last?

Aug 3, 2020

With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.

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Fed Update: Stealth Yield Curve Control?

Jul 29, 2020

Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.

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From Bond Glut to Bond Drought: A Strategic Fixed Income View

Jul 28, 2020

Why the second half of 2020 could see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.

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A More Stable Outlook for the European High-Yield Market

Jul 23, 2020

The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.

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A Historic Day for Europe

Jul 21, 2020

Insights on the European Union’s landmark coronavirus recovery package, agreed to after four days and four nights of negotiations.

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Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus

Jul 16, 2020

Why we believe a disappointing fiscal response could shatter market expectations – and with them, this historic equities rally.

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