Two decades of growth

We are concerned that the coronavirus could prove to be a headwind to short-term economic growth. At the moment, it is not clear whether the crisis will last a few months or longer.

Earnings and profits will be impacted

Firms may adopt more 'authentic' version of social responsibility

Three steps for markets to bounce back

Inflationary consequences

Held in partnership with CASCAID

While a global crisis in which large swathes of the world's population have been locked down will, inevitably, leave some companies floundering, others are likely to emerge stronger than before.

'Let the buyer beware'

Cyclical and structural opportunities