Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s recent efforts to ease financial conditions and why he believes uncertainty will continue to be a headwind for markets.
Federal Reserve forcefully reenters markets
Federal Reserve forcefully reenters markets
Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s recent efforts to ease financial conditions and why he believes uncertainty will continue to be a headwind for markets.
Federal Reserve Forcefully Reenters Markets
Assessing the Fed’s recent efforts to ease financial conditions and why we believe uncertainty will continue to be a headwind for markets.
What if global COVID spread mirrors China?
Major countries are now adopting radical social distancing policies, which may or may not be as effective as the lockdown in China’s Hubei province in late January.
Millennials’ First Market Correction: Advice from an Ancient Philosopher
The teachings of an ancient philosopher may provide useful insights for today’s younger investors as they cope with market volatility.
Technology for good: ESG
Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.
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.
Illiquid Markets Seek Targeted Policy Response
Illiquidity has climbed in markets as investors worry about economic growth. But options prices now signal an improved risk/reward ratio for equities.
High yield bonds: dealing with volatile markets
Tom Ross, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the Global High Yield and Euro High Yield strategies.
European investment grade credit – tackling the market volatility
Tim Winstone, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the European Investment Grade Credit strategy.