In the second installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas provides insights on how biotech and pharmaceutical companies are responding to the crisis, and why continued systematic testing for the virus is crucial to the eventual reopening and recovery of the U.S. economy.
Tihana Ibrahimpasic, CFA, Analyst on the UK-based Multi-Asset Team, provides answers to some of the questions that clients have raised regarding the developments in the markets in the last few months and the activity in the Multi-Asset Core portfolios.
Manager update – The City of London Investment Trust
Co-Head of Global Bonds Nick Maroutsos gives the US Federal Reserve high marks for ensuring properly functioning financial markets but believes that work still needs to be done to support households and small businesses most vulnerable to the economic disruptions caused by the COVID-19 pandemic.
Co-Head of Global Bonds Nick Maroutsos gives the US Federal Reserve high marks for ensuring properly functioning financial markets but believes that work still needs to be done to support households and small businesses most vulnerable to the economic disruptions caused by the COVID-19 pandemic.
In the first of a series on the scientific and investment implications of the coronavirus pandemic, Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss recent developments to curtail the spread of COVID-19 and how they view the timeline for an eventual return to normalcy in the global economy.
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.
Fund manager update on Lowland Investment Company
Recent posts on the “quantity theory of wealth” may have been heavy going, so what follows is an attempt to explain the approach more simply using charts of US data extending back over 100 years.
Why we believe the Fed must place greater emphasis on channeling accommodative policy to the backbone of the real economy: households and small businesses.