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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

In Charts: The Market Sell-Off in Perspective

Mar 17, 2020

Although stocks are suffering extreme volatility, history shows that double-digit gains have followed in the years after the worst trading day of a crisis.

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A letter from Greg Wilensky, our Head of U.S. Fixed Income

Mar 17, 2020

Greg Wilensky, CFA, Head of U.S. Fixed Income, offers a message to our clients about the impact of the Coronavirus and how we are handling the changes it has brought to all of us.

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Federal Reserve Forcefully Reenters Markets

Mar 16, 2020

Assessing the Fed’s recent efforts to ease financial conditions and why we believe uncertainty will continue to be a headwind for markets.

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Illiquid Markets Seek Targeted Policy Response

Mar 13, 2020

Illiquidity has climbed in markets as investors worry about economic growth. But options prices now signal an improved risk/reward ratio for equities.

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Why Growth Has Outperformed Value in a Turbulent Market

Mar 12, 2020

Why growth has outperformed in the recent market sell-off and the outlook for value versus growth leadership going forward.

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Navigating Uncertainty in the Energy Sector

Mar 10, 2020

In the near term, investors may want to take a cautious approach to energy stocks as the sector grapples with both supply and demand shocks.

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Leveraging the Digital Economy to Navigate COVID-19

Mar 10, 2020

The Global Technology and Innovation Team discusses how digital business models are helping societies cope with the fast-spreading COVID-19 coronavirus.

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From Complacency to Panic: Coronavirus and Oil

Mar 9, 2020

Assessing the recent market shocks as oil prices tumble and the coronavirus continues to impact countries globally.

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Unconventional Monetary Policy in Australia: Not If, but When

Mar 6, 2020

Dan Siluk explains why a slowing economy and limited ability to lower interest rates may force the RBA to resort to unconventional monetary policy.

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