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

June 2020 / MARKET OUTLOOK

Managing to the Other Side

Managing to the Other Side

Managing to the Other Side

Four themes driving our Midyear Market Outlook

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

Webinars

Insights from our investment experts

June 2020 / MARKET OUTLOOK

Positive Signs for Japan’s Post-Coronavirus...

Positive Signs for Japan’s Post-Coronavirus Outlook

Positive Signs for Japan’s Post-Coronavirus...

The pandemic is fast-tracking change in corporate Japan

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

The Active/Passive Debate in the Shadow of...

The Active/Passive Debate in the Shadow of Coronavirus: Cheap Might be...

The Active/Passive Debate in the Shadow of...

The corona crisis has taken the world by storm, shaking financial markets.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2020 / INVESTMENT INSIGHTS

How Coronavirus is Reshaping the Blue-Chip...

How Coronavirus is Reshaping the Blue-Chip Universe

How Coronavirus is Reshaping the Blue-Chip...

Defining potential winners and losers—near and longer term.

By Larry J. Puglia

Larry J. Puglia Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

How We’re Investing Through the Coronavirus...

How We’re Investing Through the Coronavirus Pandemic

How We’re Investing Through the Coronavirus...

While wide-ranging opportunities exist, selectivity is key

By Robert W. Sharps

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

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

Global Equity Outlook: Looking Beyond the...

Global Equity Outlook: Looking Beyond the Immediate Disruption

Global Equity Outlook: Looking Beyond the...

Although volatility and crises may cause near-term panic, it is important to look...

By David J. Eiswert

David J. Eiswert 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

May 2020 / INVESTMENT INSIGHTS

Fixed Income Outlook: Authorities in Crisis...

Fixed Income Outlook: Authorities in Crisis Management Mode

Fixed Income Outlook: Authorities in Crisis...

Financial markets were hit by four crises in the first quarter

By Arif Husain

Arif Husain Portfolio Manager

Latest Insights

July 2020 / INVESTMENT INSIGHTS

Six Risks to the Post-Coronavirus Recovery

Six Risks to the Post-Coronavirus Recovery

Six Risks to the Post-Coronavirus Recovery

Policymakers face obstacles in getting the economy back on track.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist

July 2020 / VIDEO

Three Tips For a Recession?

Three Tips For a Recession?

Three Tips For a Recession?

Discover Yoram's top three tips to help investors remain calm amid current market...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Volatility: Is the Worst Behind Us?

Volatility: Is the Worst Behind Us?

Volatility: Is the Worst Behind Us?

After March’s spike in volatility, what can we expect market reactions to be long-term?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

Volatility + Uncertainty – What Next for...

Volatility + Uncertainty – What Next for Equities and Bonds?

Volatility + Uncertainty – What Next for...

With a period of volatility going forwards, how do we expect equity and bond markets...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2020 / VIDEO

What To Watch in Unchartered Territory

What To Watch in Unchartered Territory

What To Watch in Unchartered Territory

What can investors expect in coming months and what should we watch in the markets...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

June 2020 / INVESTMENT INSIGHTS

Three Risks to Credit Markets This Summer

Three Risks to Credit Markets This Summer

Three Risks to Credit Markets This Summer

Why I’m becoming more cautious on corporate debt

By Ken Orchard

Ken Orchard Portfolio Manager

June 2020 / INVESTMENT INSIGHTS

China Becomes a Renewed Target in the 2020...

China Becomes a Renewed Target in the 2020 Election

China Becomes a Renewed Target in the 2020...

Tensions mount over key policy issues in wake of the pandemic

By Katie Deal

Katie Deal Associate Analyst

June 2020 / INVESTMENT INSIGHTS

Making Sense of Coronavirus for Asia Credit...

Making Sense of Coronavirus for Asia Credit Investing

Making Sense of Coronavirus for Asia Credit...

Asia credit has proved resilient amid the coronavirus pandemic

By Sheldon Chan

Sheldon Chan Porfolio Manager

June 2020 / INVESTMENT INSIGHTS

China Is Leading the Asian Recovery

China Is Leading the Asian Recovery

China Is Leading the Asian Recovery

As COVID-19 fizzles out, China reopens for business

By Wenli Zheng

Wenli Zheng Regional Portfolio Manager

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

Japan Equity Outlook: Opportunities Amid...

Japan Equity Outlook: Opportunities Amid Volatility

Japan Equity Outlook: Opportunities Amid...

Despite a large sell off, Japan appears to have fared better than developed markets...

By Archibald Ciganer

Archibald Ciganer Portfolio Manager