Considering the range of potential government measures as risk appetite is purged across the investment world.
Viral Panic: What Is the Endgame?
In Charts: The Market Sell-Off in Perspective
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.
DEPARTED Bill Harris
European equities: uncharted waters
John Bennett, Director of European Equities, provides a ‘quick view’ update covering the recent market sell-off and portfolio positioning.
COVID-19: cautiously optimistic on Asian equities from an income perspective
Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.
Viral panic – what is the endgame?
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the purge of risk appetite across the investment world as the coronavirus spreads, considering the range of potential government measures, and the quiet progress being made on containment.
South Africa: A Cautionary Tale in Emerging Markets
Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.
Battery Storage Solutions Key to Renewable Energy Transition
Why battery storage will be key to speeding the transition to renewable energy sources, and what it means for investors.
A letter from Greg Wilensky, our Head of U.S. Fixed Income
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.
Illiquid markets seek targeted policy response
Ashwin Alankar, Head of Global Asset Allocation, says the market sell-off has increased illiquidity in financial markets and that a targeted policy response is needed to stave off the potential for small business defaults, which would greatly weigh on economic growth. However, options markets now signal more reward than risk in equities.