Tools and resources necessary to help you make informed investment decisions and build stronger portfolios
Will inflation return after COVID-19? Explore the thoughts of our experts as they review the effects COVID-19 will have on a post-coronavirus economy.
Brexit risk is not a thing of the past. As the 11-month transition period progresses, look out for the negotiations to become a source of heightened volatility.
The balance sheet of the U.S. Federal Reserve (Fed) has increased by 2.9 trillion USD since the start of March, meaning that in just over eleven weeks it has grown more than it did in the five years following the Financial Crisis.
Global governments have been swift and bold in supporting their economies, building a bridge to get consumers, small businesses and corporates over the present abyss to the other side. Given the unknown breadth and depth of the abyss, more stimulus may be required.
Year-to-date, emerging market (EM) equities are down -17.6%, as a combination of the COVID-19 recession and the oil price shock has led to downward revisions to earnings expectations, as well as weaker currencies relative to the U.S. dollar.
While dividends in some regions are likely to face pressure in the coming months, now is not the time to give up on equities as a key source of income for multi-asset portfolios.
The COVID-19 crisis is causing short-term ESG repercussion and longer-term shifts. Find out why sustainability has never been more important for investors.
With growth stocks continuing to outperform value stocks in this recession, Global Market Strategist Michael Bell looks at why growth has been so dominant and whether it can continue to outperform value.
Rising production and collapsing demand due to the COVID-19 pandemic is causing an unprecedented glut in the oil market. As a result, we are currently witnessing a pronounced supply and demand shock that has sent oil prices to a multi-year low.
We assess how bad the COVID-19 recession will be, considering disease containment time, pre-existing economy vulnerabilities, and the global policy response.
It is important to avoid trying to predict the future; rather, clients are best served by monitoring the present situation and maintaining composure.
Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate.
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
The late stage of the economic cycle poses challenges for investors seeking income. Explore risks investors may add to portfolios whilst hunting for yield.
Investors are now asking whether inflation could return, threatening the rally in financial markets.
Historically, S&P 500 volatility has been higher in election years than in non-election years. Learn more on how the 2020 election may impact the market.
