Markets, economy, stocks, growth, global, fixed income, international, asset classes
Coronavirus (COVID-19) research compilation from Michael Cembalest, Chairman of Market and Investment Strategy.
Sentiment, and valuations, are likely to keep markets relatively contained until there is clarity about the extent and length of the outbreak, says Tyler Voigt.
Volatility has created anxiety amongst investors trying to gauge the effectiveness of global response. This may be an unsolvable riddle over the near term.
It is important to avoid trying to predict the future; rather, clients are best served by monitoring the present situation and maintaining composure.
Retail investors saw a large sustained bull market post-2008, one many who exited regret implying we may not see the same outflows this time, says Azzarello.
There are still questions surrounding when the recession will officially begin, this is something we will only know with hindsight, says David Lebovitz.