fund manager views
Coronavirus: Another nail in the coffin for bricks-and-mortar retailers
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.
The UK sectors benefiting from 'accelerated' long-term trends
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.
Decisive action has allowed US equities to outperform on the way down
US equity markets have had their worst quarter since 2008.
All changes create opportunities
As Covid-19 sweeps across the globe, a recession looks unavoidable.
Why 'it is not all gloom' for European assets
Investors are grappling with the huge uncertainty caused by the global Covid-19 pandemic. The human and economic impact has been dramatic, both in its magnitude and in its velocity.
The best-placed alternatives to offer defensive returns
The speed and scale of the market decline has been the defining feature of this market downturn, although this has been matched in unprecedented rapidity of response by both central banks and governments.
Bond markets' 'addiction' to low rates will 'not be left unsatisfied' for a year or more
Following the unprecedented falls across all financial markets in recent weeks, the safest government bond markets have had to become cash vaults for fund allocators trying to raise the liquidity needed to plug the fast-growing holes left by the equity,...
Lifting of UK lockdown could be 'exceptional buying opportunity'
At the time of writing, UK equity benchmarks have fallen by approximately one-third from their year-to-date highs.
What impact will Covid-19 have on the biotech sector?
After a torrid three weeks, financial markets stabilised in recent days in response to the stimulus packages announced both by central banks and governments.
Which investment-grade bond markets are offering the best opportunities?
The global spread of the coronavirus led to a simultaneous shock on both the supply and the demand side of the affected economies.
Rathbone's Jackson: Why growth companies will fare best after lockdown
We cannot predict when markets will finally reach a bottom – they may already have – but we believe it is most likely to be once we hit a peak in the daily growth in new Covid-19 cases round the world.
Vanguard's Gray: European equities may 'soon look attractive'
Investors could be forgiven for thinking that nowhere is an immediately appealing prospect for investment right now, least of all Europe.
More direct cash handouts? What to expect from global monetary policy
The disruption to the global economy from the worldwide spread of the coronavirus is the biggest shock to the world since the Second World War.
Infrastructure assets: Where to invest when airports, ports and toll roads are suffering
The infrastructure sector is seen, with good reason, as a solid alternative asset class with which to diversify an investment portfolio.
World stockmarkets could see 65% coronavirus plunge
The emergency airdrop of fiscal and monetary support provided to fight back in the battle against the coronavirus impact on the global economy continues to prevent further dives in world markets.
'Grim' projections: The key to achieving a 'V-shaped' recovery in the UK
At the time of writing, UK equity benchmarks have fallen by approximately one-third from their year-to-date highs.
Avoiding fallen angels in the credit sector
The bull/bear debate in credit markets in 2020, is whether we face an early 1980s-type bear market or a 2008 valuation scenario.
The UK small-cap opportunities overshadowed by coronavirus fears
In recent years, investors have faced two major sources of political risk when considering UK assets: the possibility of a hard Brexit and the prospect of a more radically left-leaning government.
Can the Fed 'breed confidence' in fixed income investors?
Last Monday, for the first time in its history, the US Federal Reserve announced a liquidity programme that includes buying corporate debt.
European valuations may be appealing, but they are no bargain
European economic data has been largely positive.
The 'emerging' investment opportunities in UK renewables
A decade ago, renewable energy in the UK would have conjured up images of two things: wind turbines and solar panels, since these were the main focus of media attention, government subsidies and investor inflows.
Why 'corporate Japan is the one leopard who can change its spots'
Corporate Japan is changing. When the corporate governance code was introduced in Japan in 2014, companies scrambled to find independent directors to put on the board and were more concerned with complying with the letter rather than the spirit of the...
Investors must 'go back to basics' when diversifying portfolios
A single unexpected event can often set things on a completely different path. That is as relevant for markets now more than ever.
Frenzied growth leads to frenzied behaviour - especially in tech
Technology is transforming every other industry. The beneficiaries of this are often not the businesses deploying the new tech – they are the ones spending the money and may reap little reward for it – but the technology companies supplying them.
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