Adam Cohen
US equities: Staying focused on long-term growth themes in 2020
US portfolio managers Doug Rao and Nick Schommer discuss why they are balancing near-term optimism for equities in 2020 with a focus on long-term themes.
Multi-asset outlook for 2020
Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move towards a post-stimulus era.
Euroland monetary reversal confirmed
Euroland money numbers for January provide further evidence that the global monetary backdrop was deteriorating before the coronavirus shock.
Coronavirus and healthcare: a complex dynamic
As the coronavirus spreads, some healthcare companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise. But Portfolio Manager Andy Acker says investors should not lose sight of the big picture.
Coronavirus and Health Care: A Complex Dynamic
As the coronavirus spreads, some health care companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise.
A Cross-Sector View of Coronavirus Impacts
In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.
A Cross-Sector View of Coronavirus Impacts
In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.
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Markets Fear a Global Coronavirus Pandemic
Weighing the potential impact on global economic growth as concerns grow about the spread of the coronavirus beyond China.