Coronavirus updates and insights

The outbreak of the novel coronavirus COVID-19 is the most acute challenge facing the world at present, and indeed for many years. Since it first appeared in China’s Hubei province late last year, the virus has spread to more than 50 countries, infecting more than 100,000 people and causing the deaths of thousands.

The outbreak has had a considerable impact on economic activity, including severe disruption to many global supply chains. Many governments are taking significant steps to stem the spread of the virus, with significant restriction on movement in an increasing number of countries. In addition, with the threat of a global recession looming large, governments and central banks are preparing a range of fiscal and monetary stimulus packages to counter the economic effects of the virus.

Clearly, the course of the outbreak is of paramount importance to us and our clients. To show how our thinking is evolving, we will be providing regular global updates, along with information at an asset class.

Please check this page regularly to see our latest thoughts on the crisis – both on the immediate situation and on how it is shaping our long-term outlook.

Live webinars: Coronavirus caution

We've been keeping our heads down, blocking out the 'noise' and doing the hard work of research, which helps lead us to a considered assessment of the unfolding COVID-19 situation. We aim to share this research and our thoughts with you, and help provide insight in these unprecedented times. If you join us live, you will have the opportunity to ask questions to our panel of experts.

Episode 1 – Will markets get worse before they get better?

17th March 2020 - Click here for the webinar

For download, click here.

Episode 2 – Emerging opportunities amidst the panic

24th March 2020 - Click here for the webinar

For download, click here.

Episode 3 – A focus on Fixed Income

31 March 2020 - Click here for the webinar

Episode 4 – A focus on Equities

7th April 2020 - Click here for the webinar

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Emerging Market Debt - Maintaining a long-term mindset


China A Share: An on-the-ground update

Risk warning

Risk Warning

The value of investments, and the income from them, can go down as well as up and you may get back less than the amount invested.