Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
Dazzling investment returns make good headlines─as do spectacular investment crashes, such as the one triggered by the COVID-19 pandemic or the Financial Crisis of 2008-2009.
In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.
Ein Gespräch mit Dirk Hoffmann-Becking, Candida de Silva und Vladimir Demine aus dem International Equity Team von Morgan Stanley Investment Management über Investieren in Zeiten von Corona und die Zukunft der Nachhaltigkeit.
William Lock discusses the impact of the latest global crisis and portfolio resilience in light of the coronavirus pandemic.
Having increased the equity allocation in our portfolios in late May, we have also identified a number of tactical opportunities in the fixed income space. In this week’s update we discuss each investment idea which led to these position changes:
Wenn wir in den nächsten Jahren auf COVID-19 und seine weltweiten Auswirkungen zurückblicken, könnten wir feststellen, dass William Hague (der ehemalige Vorsitzende der britischen Konservative) Recht hatte, als er sagte, COVID-19 würde bestehende Kräfte und Trends stark beschleunigen.
COVID-19 is a disruption event with enormous personal, societal and economic repercussions, the origins and effects of which are amplified by an increasingly interconnected world. As fixed income investors, we are closely monitoring the near-term and longer-term consequences, and in particular, we are watching six implications of the pandemic for sustainable investing.
Christian Goldsmith, Portfolio Specialist for the GBaR team shares the team’s latest market views with a focus on the impact of coronavirus. Listen now.