Market Insights

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Is this just a band-aid on a bullet wound?

As hopes of a V-shaped recovery diminish, so will the revenues of many highly-geared companies. Investor redemptions and credit downgrades will force selling at distresse...

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Pandemic implications for ESG

David Sheaseby from Martin Currie argues that the Covid-19 crisis will bring a renewed focus on the Social aspect of investors ESG analysis....

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Traditional diversification may have limited benefits

Bonds are often used in portfolios to offset declining equities. But in a traditional 60/40 portfolio today, bond yields will have to go deeper into negative territory to...

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RBA’s response to COVID-19 – a closer look

Portfolio Manager, Anthony Kirkham from Western Asset delves into the details of the various policy tools the RBA is employing in response to the economic effects of the ...

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Growth in ESG investing, an opportunity for advisers

With interest in ethical investing growing fast, advisers who are educated on the options available for ethical investing will be in a strong position to cater to this gr...

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Lessons for investors from unconventional monetary policy

As the uncertainty in the global economy persists, large scale strategies such as zero and negative interest rates are being considered by central banks and likely to bec...

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Coronavirus pandemic: difficult trade-offs

Brandywine Global’s Francis Scotland explores the prospects for improved sentiment as nations become better at balancing the trade-off between containment and economic di...

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The right assets at the right time

Static portfolios can leave investors vulnerable in times of stress, so investors need to evaluate how their level of diversification that will offset their portfolio in ...

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Coronavirus update: don’t stare into the abyss

Indiscriminate selling driven by virus fears may be a prime opportunity to take advantage of price dislocations....

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How stock markets perform after heavy falls

Stock markets have tumbled during the coronavirus outbreak. Schroders’ analysis shows how the biggest one-day falls in the past have been followed by substantial returns ...