In this update, Taymour Tamaddon, Portfolio Manager, US Large Cap Growth Equity Strategy, discusses the firm’s internal response to the crisis, how we are thinking about the coronavirus, the potential scenarios for the US, and what the longer-term prospects are for US stocks and sectors such as healthcare and technology.
Hear how the recovery from the coronavirus shock is underway in China.
The impact of the coronavirus on the US economy still isn’t fully known yet, as the situation continues to evolve. However, Franklin Equity Group’s Grant Bowers sees at least three reasons to be optimistic about the long-term recovery.
As China starts to emerge from the coronavirus crisis, what might a recovery look like?
While times like these are challenging for investors, we believe they can also help sharpen conviction in underlying investments. With a longer-term approach to investing, we believe the fear of others will continue to present us with attractive opportunities.
Phase One China Trade Deal: Key Issues Unresolved Until After U.S. Election.
Our US political analyst Katie Deal reports back from Washington and the campaign trail. Read her blog for politics with an investment slant.
From dull to darling, find out why renewable energy has transformed the Utilities industry.
History shows that when a style rotation does occur, the change tends to be abrupt and extreme. Are you prepared?
History shows that when a style rotation does occur, the change tends to be abrupt and extreme. Are you prepared?
Duration and spread of virus will govern longer‑term impact.
Easing trade tensions between the U.S. and China should benefit Japan’s open economy amid a recovery in foreign demand...
Different markets are sending varying signals about the health of the global economy. Investors should not take unnecessary risks, but we still see select opportunities.
We are a long way into the longest economic cycle on record. Although there appears to be a low risk of recession in the short term, the risk has been increasing and central banks are talking about interest rate cuts to support the economy
Central banks are moving to support economies, but where to now for the markets – and what does this mean for investors?
Some asset classes have heightened valuations after a decade of strong market returns, making active security selection crucial over the coming decade.
Trade fears could point to a volatile period ahead with U.S.-China relations likely to be a significant influence on the performance of the global economy over the next few years
Many investors associate Asia ex-Japan with high-growth, higher-risk investing, which can mean some good-quality, growth-compounding companies are overlooked.
A dovish Fed, record negative-yielding debt, and Facebook’s Libra proposal have helped revive interest in cryptocurrencies.
Fueled by credit and reenforced by new technologies, an accelerated range of disruptive trends have continued to transform industries and economies.
The new Reiwa imperial era in Japan has been warmly welcomed, representing a symbolic reset for the country following the beleaguered 30‑year Heisei era. Structural market reform in Japan over the past decade is translating into higher company profitability and greater returns for investors. However, Japanese equity market valuations remain cheap. In our view, this presents an attractive entry point to access Japan’s long‑term potential.