Investment team updates – bullet points 12 June

Globe

Find the latest key market updates, regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.

Stock markets: Looking ahead

Looking ahead

What bear markets and bull rebounds can teach us about how the stock market works, and how we may navigate current and future market contractions.

Market Monitor – 5 June 2020

Stock market numbers

Global stock markets extended their recent gains this week with investors focusing on positive news as economies in Europe and North America begin to emerge from their Covid-19 lockdowns.

Market Monitor – 29 May 2020

Stock market numbers

The easing of lockdown restrictions in Europe and the US has fuelled another week of significant stock market gains. Investors apparently believe that the coronavirus-driven global recession may not be as deep or long-lasting as originally feared.

Asset Allocation Update – May 2020

Global map

Global economic activity has suffered a “sudden stop” as authorities have sought to contain the spread of the Covid-19 virus by shutting down economies.

Investment team updates – bullet points 01 May

Valuation BBBs and policy change

Investment team updates – bullet points 01 May

Market Monitor – 15 May 2020

Stock market numbers

The recent stock market rally started to run out of steam this week as fears over the scale of the coming coronavirus-driven global recession began to deepen. Markets all over the world ended Thursday’s trading well into negative territory for the week thanks to fresh concern about a second wave of infections and questions over whether governments and central banks will be able to continue to support economies during a protracted recovery period.

Market Monitor – 7 May 2020

Stock market numbers

How quickly the global economy can return to some semblance of normality as coronavirus lockdown restrictions are eased is perhaps the key question facing investors at present.

Threadneedle Dynamic Real Return Fund: a focus on quality

Global map

Markets have been on a rollercoaster journey this year with the onset of the global coronavirus pandemic, delivering significant falls in equity and corporate fixed income markets.

Market Monitor – 1 May 2020

Stock market numbers

Investors who held their nerve during the market falls and general volatility of late February and March have been rewarded by strong performance in April. All of the major indices on either side of the Atlantic recorded excellent months as share prices recovered from the shocks caused by the early stages of the coronavirus pandemic.