Market Monitor – 19 June 2020
Markets around the world have recovered some of last week’s severe losses, but investors remain nervous about the direction the Covid-19 pandemic is likely to take in the coming weeks.
Covid-19, markets and monetary policy
In this lockdown episode from the Eye of the Needle team, we talk to Toby Nangle, Global Head of Asset Allocation, and Nadia Grant, Head of US Equities. They dive into the impacts on markets brought about by the global Covid-19 pandemic, what it’s like managing money in such an environment, and how they see the future for Multi-asset and US equities.
Confronting Covid-19, short-lived value rallies and unprecedented stimulus
In the latest lockdown episode from the Eye of the Needle team, we talk to Francis Ellison, Client Portfolio Manager European equities, and Daisuke Nomoto, Portfolio Manager Japanese equities. Francis talks about the types of business that have done well in Europe during the Covid-19 pandemic, and what investment style might remain in fashion for some time yet; while Daisuke talks Japanese stimulus and the outlook for corporate Japan.
Market Monitor – 5 June 2020
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
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.
Market Monitor – 15 May 2020
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
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.
Market Monitor – 1 May 2020
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.
Market Monitor – 17 April 2020
The coronavirus-powered global stock market rollercoaster has shown no sign of returning to normal over the Easter period. Indices all over the world continue to fluctuate in the face of terrible economic news and forecasts, as well as ongoing uncertainty.
Market Monitor – 6 April 2020
Stock markets around the world have slipped back to some extent over recent days, but have largely managed to hold on to the solid gains they clawed back last week.