Focus on long-term prospects
We expect the global economy and financial markets to transition from intense near-term pain to gradual healing over the next six to 12 months. However, there is the risk if not the likelihood of an uneven recovery, with significant setbacks along the way and some permanent damage.
With sport in short supply, we revisit an age-old investment match-up.
"A massive spread in returns (and losses)"
The Covid-19 pandemic has resulted in enormous uncertainty regarding the outlook for the global economy and markets.
“This time is different” is a well-worn phrase but it may be an apt description for the unprecedented situation we find ourselves in. UK fixed income portfolio managers Sajiv Vaid and Kris Atkinson outline why the current crisis marks a line in the sand and the implications for companies, ratings agencies and ultimately investors.
Team and funds to move on 20 April