Investing amidst virus worries

Despite markets rebounding and risk appetite improving thanks to policy action, economic activity and corporate profitability have fallen sharply.

Covid-19 is proving an accelerator of existing trends, such as the steepening trade-off between risk and return, the use of technology, a focus on sustainability, resilient Asia, low inflation and workforce flexibility.

Investing for the transition

We were delighted to be honoured with three awards: Alternatives Manager of the Year, Emerging Markets Manager of the Year and Passive Manager of the Year.

From a macro-economic perspective, the global spread of COVID-19 has been a game-changer for the outlook; it has created an economic “sudden stop”.

Joe Little and Xavier Baraton discuss the latest macro picture, provide a round-up on what’s been happening in the world of Alternatives.

Chinese equities have displayed the ability to shrug off negative headlines in the past; and despite the recent market sell-off and the inevitable near-term downside risks to economic growth, we believe there is scope for a recovery.

Following strong passive AUM growth and client demand, we are pleased to announce a number of management fee reductions across our ETF range, effective from 07/01/2020.

Watch our Interview with the lead Fund Managers of the Global Strategy Portfolios

View our Global Property Fund Update Webinar