Feature

The market response first, to the Covid-19 crisis, and second, to the huge stimulus packages announced to offset it, has been astonishing.

As multi-asset investors focused on income generation, we do not think going against global central banks is prudent, and until we see a meaningful turnaround in economic data, our preference for adding to risk is likely to remain for debt over equity...

Fiscal stimulus and central bank intervention possibilities

The onset of the current crisis has exposed fragilities in the global economy caused by a long obsession with efficiency, to the exclusion of all else.

Deciding how best to ease the UK's coronavirus lockdown is proving as divisive as Brexit.

The first quarter was a rollercoaster for global credit markets with a severe, homogeneous sell-off, followed by a sharp, if more modest, central bank-induced recovery.

The global lockdown has decimated some businesses with those in leisure, travel or retail seeing revenues collapse to zero.

During the 2008 Global Financial Crisis, recovery was largely in the hands of the governments bailing out troubled companies and providing liquidity to the system.

Investors who have sat out the bull market in precious metals may wonder if they have missed the train.

2020 will be remembered by UK income investors for decades to come.