coronavirus

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

We discuss the outlook for cyclical stocks.

We examine how the pandemic might pave the way to a more sustainable future.

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

As the global pandemic fallout continues, we assess the relative merits of developed and emerging-market debt.

There are significant risks on the horizon, but we believe opportunities are emerging.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

We assess the ramifications of the European Union’s €750bn deal for EU bond markets and the euro.

We assess the potential for a more sustainable recovery from the latest global crisis.

We provide our macro outlook for the second half of 2020.

How the pandemic could help pave the way to a more sustainable future.

We assess two potential tail-risk scenarios from the pandemic that could hurt investment-grade bond investors.

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

We assess how US-dollar strength will affect the global economy as it starts to recover from the pandemic.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

We assess the role that carbon offsetting can play within the transition to a lower-carbon world.

We examine how the pandemic may affect oil company dividends and the transition to a greener world.

How will society and the global economy fare once the coronavirus pandemic begins to dissipate?

How the pandemic and rescue packages are changing both corporate behavior and the dynamics of fixed-income markets.

We assess how the oil sector is facing up to an unprecedented fall in global demand.

We examine the longer-term impact of the virus on the health-care sector.

We analyze how the global health-care sector is faring in the face of the global pandemic.

We give you the lowdown on the most pressing ESG concerns during this pandemic.

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

We assess what the European Central Bank’s latest financial rescue package means for European bond markets.

We analyze the impact of Covid-19 on global bond markets in anticipation of the next stage.

Coronavirus-induced volatility continues to plague markets, but are there some tentative early signs of recovery?

What does the coronavirus mean for Chinese equities?

How does the spread of coronavirus affect the global investment outlook?