We highlight three courses of action for investors to navigate portfolios through the second half of 2020.
Abby Glennie, Investment Director at Aberdeen Standard Investments, considers the effects of Covid-19 on the diverse investment universe of medium-sized companies.
How companies are treating their workforce during the Covid-19 pandemic is under intense scrutiny. The world is watching whether firms are protecting the welfare of their staff or if they are prioritising profit over the health and wellbeing of their people.
A look at what the coronavirus crisis means for income investors, by Will James
The speed, depth and breadth of the coronavirus recession is unprecedented. Policymakers cannot avert the near-term pain. But they can limit the permanent scars from this crisis through bold and decisive action.
Financial markets are attempting to price in a rapid and unprecedented series of shocks to the world economy. The net result has been the fastest bear market in the history of equities. Should investors buy or sell even at these depressed levels for the FTSE100?
Amid the coronavirus pandemic and oil price war, our A-share team urges investors to consider why China's stock market is outperforming right now.
Emerging markets (EMs) are not immune to coronavirus-induced global market shocks.
The coronavirus situation is developing rapidly. Italy is in lockdown, confirmed cases are rising across the rest of Europe and the US, and there is a huge global effort to contain the virus. On Thursday last week, European shares suffered their biggest one-day plunge since 1987. Panic appears to have gripped markets.
In assessing the threats posed by the coronavirus outbreak, governments, central banks, companies and investors must consider scenarios that range from short-lived disruption to a persistent threat with profound implications. All that’s certain is that coronavirus will have a significant impact on the global economy and financial markets – in the short term at least.
Coronavirus - where have we got to, and how do we see the economic and market landscape from here? After a turbulent few weeks in markets, Richard Dunbar talks to Katy Forbes, Head of Absolute Return in our Multi-Asset Team and Jeremy Lawson, our Chief Economist and Head of the ASI Research Institute.
The UK equity market is one of the longest-established equity markets in the world. A FTSE listing is seen as a badge of honour for companies worldwide. And yet, as we continue into 2020, UK equities can lay a reasonable claim to being one of the most misunderstood asset classes. This offers a compelling opportunity for long-term investors.
The world is rapidly changing. Three forces will shape the future: technology, demographics and sustainability. The cost of such a transformation will not be cheap. However, private markets are uniquely placed to help fund and build this new world – creating numerous opportunities for investors.
Coronavirus continues to cast a dark shadow over the global economy, as the number of new cases outside China continues to accelerate.
Wuhan is capital of China’s Hubei province and the epicentre of the current outbreak of novel coronavirus COVID-19. The virus is understood to have originated in a seafood market in the city.
It’s been a bumpy – but ultimately positive – start to the year for emerging markets (EM). Investors had a lot to digest, from the volatile US-China trade war to numerous elections around the world. The questions are: what do we expect for the remainder of 2019? And what will this mean for investors?
What is goodwill? In the accounting sense, it’s an intangible asset that arises as a result of mergers and acquisitions (M&A). Essentially, goodwill is the difference between the price paid for a company and its book value. It is recorded on the buyer’s balance sheet, and its value must be tested each year and adjusted accordingly. Any change results in a write-down of this value, which is recorded as an impairment – effectively, a loss.
When most people think of industrial logistics buildings, factors like energy efficiency, technology and carbon innovation don’t usually spring to mind.
Property ESG standards: how tenants, landlords and the planet can happily co-exist
Over the past decade, yields on many developed market bonds have declined materially. In some markets, bond yields have even turned negative with investors effectively paying for the privilege of holding bonds. It is therefore not surprising that many investors have looked for alternative sources of income that also provide protection from rising inflation and interest rates.