US Equities: Coronavirus market volatility – performance update

Global map

Our US Equities team look at how their markets have reacted to the developing Covid-19 situation, and what the impact on portfolios might be.

Fixed Income: Coronavirus market volatility – performance update

Global map

Our Fixed Income team look at how their markets have reacted to the developing Covid-19 situation, and what the impact on portfolios might be.

Global equities: Coronavirus market volatility – performance update

Global map

Concerns around coronavirus have been felt in global equity markets for more than a month now. However, things escalated last week, with the steep sell-off in oil further compounding fear around the recessionary impact of the virus.

European equities: Coronavirus market volatility – performance update

Global map

Markets are very weak and volatile, as you would expect with such uncertainty around the Covid-19 outbreak.

Bond investing in uncertain times

Valuation BBBs and policy change

It is hard to ignore how times have changed. The deliberate actions to “flatten the curve” of COVID-19 can have a critical impact to manage the spread of the virus and the burden on the healthcare system. However, the more significant the response, the greater the economic impact in the short run.

Colin Moore: Investing wisely in a time of uncertainty

Pensions Watch – November 2020

Our Global Chief Investment Officer talks about the ongoing viral outbreak, how markets react to such events, and investor responses.

Weighing up potential market impacts from the coronavirus

Weighing up potential market impacts from the coronavirus

As the virus outbreak spreads well beyond China, it is hard to forecast exactly what the economic impact will be, but it’s safe to say that consumption and supply will be significantly affected

Coronavirus and the outlook for emerging markets

Emerging Markets

The impact of a coronavirus-based economic slowdown is a global GDP story, but more recently there has been an emphasis on the impact for China and emerging markets

Asian and Emerging Markets Equity update – 2019 overview and 2020 outlook

Pensions Watch – November 2020

Krishan Selva, Client Portfolio Manager, discusses year end 2019 performance and the opportunities and challenges as we look out to 2020.