China’s fundamentals signal resilience despite health crisis
China’s economic fundamentals remain resilient as the country races to contain an evolving health crisis.
uncertainties and market volatility persist into 2020, our portfolio manager
Leon Goldfeld shares how he filters out market signals to stay invested.
Investors are facing a relatively eventful 2020, with an evolving coronavirus situation, post-Brexit and a US presidential election set to take center stage in November. Against this backdrop, what could fund managers do to filter out market noise and set actionable insights to stay invested?
Leon Goldfeld, a portfolio manager of our Multi-Asset Solutions (MAS) team, relates why uncertainties do not necessarily bring volatility, and gives an update of our multi-asset strategy.
As coronavirus dominates headlines, what are the market implications?
Is the current global growth recovery sustainable?
Emergence of inflation risk?
From high yield3 to multi-asset income1,4
Global growth bottoming out
Across the board, our biggest structural tilts are towards equities and credit globally over government bonds1.
Tilt to equities1
Selective on bonds1
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Uncertainties are here to stay so it is important to filter out market noise and stay invested. A multi-asset income strategy that invests in asset classes with low to negative correlation could help build a diversified2 portfolio with potential for relatively attractive income opportunities and a balanced risk profile.