Coronavirus insights
Latest perspectives from our investment experts
The emergence of COVID-19 and the monumental collapse in oil prices are proving to be the most significant events facing investors since the global financial crisis in 2008.
 
As the spread of the coronavirus unfolds, global markets will likely continue to experience heightened volatility and uncertainty. Our global investment team share their perspectives on how to navigate the storm going forward.

Featured Article

May 2020 / PODCAST

Assessing the outlook for Asia

Assessing the outlook for Asia

Assessing the outlook for Asia

Eric Moffett discusses the outlook for Asia with Darius McDermott of FundCalibre

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

28 May 2020 / WEBCAST

Navigating the Path Ahead in Asia

Navigating the Path Ahead in Asia

Navigating the Path Ahead in Asia

In this webinar, Eric Moffett shares his outlook for Asia ex-Japan markets.

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Q&A With David Eiswert

Q&A With David Eiswert

Q&A With David Eiswert

Dealing with the coronavirus pandemic and its impact on global equities

By David J. Eiswert

David J. Eiswert Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Disruption Accelerated

Disruption Accelerated

Disruption Accelerated

Amid the coronavirus pandemic, the digitization of the economy gathers steam

By Alan Tu

Alan Tu Portfolio Manager

May 2020 / VIDEO

Three Stages of a Crisis

Three Stages of a Crisis

Three Stages of a Crisis

Yoram Lustig takes us through the three main stages of a crisis

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

Webinars

Insights from our investment experts

May 2020 / INVESTMENT INSIGHTS

Perfect Imperfection: Contrarian Investing...

Perfect Imperfection: Contrarian Investing During a Sell-Off

Perfect Imperfection: Contrarian Investing...

Rewards to be found without timing the market trough

By Sebastien Page

Sebastien Page Head of Multi Asset

May 2020 / INVESTMENT INSIGHTS

No Normal Cycle, No Normal Recession

No Normal Cycle, No Normal Recession

No Normal Cycle, No Normal Recession

The short- and longer-term implications of the coronavirus on global equities

By Laurence Taylor

Laurence Taylor Portfolio Specialist

May 2020 / INVESTMENT INSIGHTS

The Five Stages of a Market Crisis

The Five Stages of a Market Crisis

The Five Stages of a Market Crisis

From denial to acceptance

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / WEBCAST

Technology and Coronavirus: The Digitalisation...

Technology and Coronavirus: The Digitalisation of the Economy Gathers Steam

Technology and Coronavirus: The Digitalisation...

Alan Tu shares the tech team’s latest insights

By Alan Tu

Alan Tu Portfolio Manager

May 2020 / PODCAST

The Crisis Playbook: Global Focused Growth...

The Crisis Playbook: Global Focused Growth Equity Strategy

The Crisis Playbook: Global Focused Growth...

Global Focused Growth Equity Strategy Update

By David J. Eiswert

David J. Eiswert Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Crisis Playbook (Part III)—The Acceleration...

Crisis Playbook (Part III)—The Acceleration of Adoption

Crisis Playbook (Part III)—The Acceleration...

Today’s environment will act as a powerful catalyst for change

By David J. Eiswert

David J. Eiswert Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Coronavirus Pandemic Could Shift Health,...

Coronavirus Pandemic Could Shift Health, Economic Agenda

Coronavirus Pandemic Could Shift Health,...

Democratic reforms likely delayed until crisis recedes

By Katie Deal

Katie Deal Associate Analyst

April 2020 / INVESTMENT INSIGHTS

High Yield Investing During Volatile Times

High Yield Investing During Volatile Times

High Yield Investing During Volatile Times

Spread levels can signal attractive return potential

By Mike Della Vedova

Mike Della Vedova Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Will China Lead the Post-Coronavirus Economic...

Will China Lead the Post-Coronavirus Economic Recovery?

Will China Lead the Post-Coronavirus Economic...

Yes, China should be the first economy to improve

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Where Does Value Investing Go From Here?

Where Does Value Investing Go From Here?

Where Does Value Investing Go From Here?

Three key principles for investing in a postcrisis world

By John Linehan

John Linehan Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Positioning for Recovery Amid Uncertainty

Positioning for Recovery Amid Uncertainty

Positioning for Recovery Amid Uncertainty

Until things stop getting worse, we expect a bumpy ride

By Tim Murray

Tim Murray Capital Markets Analyst

March 2020 / INVESTMENT INSIGHTS

Recession 2020—Deep but Short

Recession 2020—Deep but Short

Recession 2020—Deep but Short

Tracking the COVID-19 shock

By Alan Levenson

Alan Levenson Chief Economist

March 2020 / BLOG

Crisis Playbook - The Fear of Loss and Regret

Crisis Playbook - The Fear of Loss and Regret

Crisis Playbook - The Fear of Loss and Regret

Approaching the challenges and potential opportunities of market volatility

By David J. Eiswert

David J. Eiswert Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Crisis Playbook (Part II)—The Power of "Stop...

Crisis Playbook (Part II)—The Power of "Stop Getting Worse"

Crisis Playbook (Part II)—The Power of "Stop Getting Worse"

Looking beyond to find the best outcomes for clients

By David J. Eiswert

David J. Eiswert Portfolio Manager

Latest Insights

May 2020 / INVESTMENT INSIGHTS

How the Dynamic Global Bond Strategy is Design...

How the Dynamic Global Bond Strategy is Designed to Help in Volatile Markets

How the Dynamic Global Bond Strategy is Designed...

Portfolio manager Arif Husain takes a look back at recent performance and discusses...

By Arif Husain

Arif Husain Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Consensus Expectations May Be Overestimating...

Consensus Expectations May Be Overestimating the Recovery Trajectory

Consensus Expectations May Be Overestimating...

Returning to a “normalized” environment could take longer than many anticipate

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

The Eurozone Faces a Deep Recession, Not...

The Eurozone Faces a Deep Recession, Not a Debt Crisis

The Eurozone Faces a Deep Recession, Not...

Support from the ECB will offset the damage caused by the coronavirus

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

May 2020 / VIDEO

Three Investment Questions Clients are Asking

Three Investment Questions Clients are Asking

Three Investment Questions Clients are Asking

In this webinar replay, we discuss the 3 most frequently asked questions in clients'...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

All Crises Come to an End

All Crises Come to an End

All Crises Come to an End

In this third video Yoram offers his top three tips for crisis investing.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

Volatility and Recession

Volatility and Recession

Volatility and Recession

In this second video Yoram looks for good news amidst the economic gloom.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

Positioning your portfolio for the risks and opportunities ahead

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

The Market Is Pricing In A Long Recovery

The Market Is Pricing In A Long Recovery

The Market Is Pricing In A Long Recovery

Investors may be wondering, “What is the market pricing in with respect to how we...

By Sebastien Page

Sebastien Page Head of Multi Asset

May 2020 / INVESTMENT INSIGHTS

Oil Shock Requires Deft Investing Touch

Oil Shock Requires Deft Investing Touch

Oil Shock Requires Deft Investing Touch

Selectivity is critical to positioning for energy’s recovery rally

By Shawn T. Driscoll

Shawn T. Driscoll Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Five Rules for Investing During the Coronaviru...

Five Rules for Investing During the Coronavirus Outbreak

Five Rules for Investing During the Coronavirus...

Pitfalls to avoid and opportunities to seek

By Justin Thomson

Justin Thomson Portfolio Manager

April 2020 / WEBCAST

After the Oil Shock: Insights on the Energy...

After the Oil Shock: Insights on the Energy Sector

After the Oil Shock: Insights on the Energy...

Our panel of energy sector experts discuss a range of questions

By Shawn T. Driscoll, Ryan Hedrick & Rodney Rayburn

By Shawn T. Driscoll, Ryan Hedrick & Rodney Rayburn

April 2020 / VIDEO

Why Knowing the Absolute Market Bottom Doesn’t...

Why Knowing the Absolute Market Bottom Doesn’t Matter

Why Knowing the Absolute Market Bottom Doesn’t...

We have analysed previous significant market sell-offs over the past 90 years

By Sebastien Page

Sebastien Page Head of Multi Asset

April 2020 / INVESTMENT INSIGHTS

Aggressive Fed Actions Address Illiquidity

Aggressive Fed Actions Address Illiquidity

Aggressive Fed Actions Address Illiquidity

Liquidity has improved enough to support credit stabilization

By Adam Marden

Adam Marden Multi Asset Investment Analyst

April 2020 / WEBCAST

Assessing the Coronavirus Impact on the US

Assessing the Coronavirus Impact on the US

Assessing the Coronavirus Impact on the US

US Large-Cap Growth Equity Strategy Update

By Taymour Tamaddon

Taymour Tamaddon Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Coronavirus: The Signals to Watch

Coronavirus: The Signals to Watch

Coronavirus: The Signals to Watch

How the virus is changing health care investing

By Ziad Bakri, CFA, MD

Ziad Bakri, CFA, MD Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Asia Equities: Looking Beyond the Coronavirus

Asia Equities: Looking Beyond the Coronavirus

Asia Equities: Looking Beyond the Coronavirus

Volatility may provide longer-term investors with opportunities

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

March 2020 / VIDEO

What Coronavirus Means for Markets Now and...

What Coronavirus Means for Markets Now and Longer-Term

What Coronavirus Means for Markets Now and Longer-Term

Find out how our portfolio managers are carefully implementing proactive ideas

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer