The coronavirus pandemic has brought about a new investment landscape in which some companies and sectors have fared better than others. Significant market dislocations have also created potential opportunities in the higher quality areas of the credit spectrum.
While a near-term mechanical bounce in economic activity in response to the lifting or easing of lockdown measures looks likely, we expect the subsequent climb up to be long and arduous.
Amid the coronavirus pandemic, the digitization of the economy gathers steam.
Defining potential winners and losers—near and longer term.
While smaller companies often bear the brunt of risk aversion, they also lead the way to recovery.
In this Q&A, Eaton Vance high-yield experts provide an update on market movements and changes in the macro environment and offer their thoughts on investment opportunities at this juncture.
More steps needed to support small businesses and their employees.
Governments have proposed a raft of initiatives to protect businesses and their employees from the impact of the coronavirus pandemic, while banks are being used to inject liquidity into the economy – something that will have material implications for credit markets. In the latest edition of 360°, our fixed-income quarterly report, we discuss the impact of these changes and take a closer look at the structured-credit market.
Returning to a “normalized” environment could take longer than many anticipate.
As the economic and social impact of Covid-19 plays out, new long-term trends will set the world on a unique course. Fidelity’s Global CIO Andrew McCaffery and Anna Stupnytska, Head of Global Macro and Investment Strategy discuss what this new economic order could look like in terms of state intervention, fiscal activism and Asian leadership.
Find out why the healthcare sector may face significant changes after the election cycle. Our US political analyst Katie Deal reports back from Washington and the campaign trail.
A spate of dividend cuts or postponements has raised concerns among investors globally. Fidelity Investment Directors, Catherine Yeung and Matthew Jennings, alongside Jochen Breuer, manager of the Fidelity Asian Dividend Fund, look at the forces driving...
Investors fear central banks have reached the limit of their influence
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.
Research and statistics – are they newsworthy or do they just reconfirm what we would have guessed anyway?
Larry Puglia, Portfolio Manager, US Large Cap Equity Strategy at T.Rowe Price reflects
Following another year in which U.S. growth stocks have extended their unusual cycle of outperformance over U.S. value stocks in terms of both duration and magnitude, investors may be wondering if something has radically changed. Historically, over long...
Since the end of the global financial crisis, more than a decade ago, growth stocks have significantly outperformed their value stock counterparts. Given the dominance of growth stocks over this extended period, many investors now believe that value is...
Governments and central banks have started to respond more forcefully to the health crisis, enacting policy in an effort to limit long-term damage to the global economy.
The rise of renewable energy is transforming the utilities industry
Global growth could follow a U-shaped path over the next few quarters, though substantial uncertainty remains as policymakers grapple with the impact of the coronavirus.