White papers - all assets – Page 261
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White papers
Stress Testing Companies for an Impending Recession
The new coronavirus crisis is different than any other seen in our lifetimes. But equity investors who develop a clear set of characteristics that will define resilient companies in the evolving environment can position portfolios to get through the pandemic and benefit from an eventual recovery.
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White papers
Coronavirus & Market Volatility
As the COVID-19 pandemic continues to evolve, we are committed to providing you with the latest perspectives from our economists and investment teams around the world.
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How can companies mitigate the worst impacts of the coronavirus?
The coronavirus pandemic is forcing governments around the globe to enact emergency legislation to contain the spread of COVID-19, with cities in lockdown, shops, theatres and restaurants closed, and office workers logging on at home.
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White papers
Four Things to Remember in a Market Downturn
Volatility, diversification and the merits of long-term investing
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White papers
Fixed Income: More Heavy Lifting from the Fed-While Congress Squabbles
Dr. Sonal Desai weighs in on today’s Fed action.
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US high yield: market volatility update
Markets including high yield remain unsettled as the difficulties of forecasting this unprecedented pandemic and the associated individual, company and government responses continue to develop. The purpose of this update is to provide some context on what is happening in US high yield and to frame a few things that we expect going forward.
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UK equities: yield and dividend outlook
Against a backdrop of the pandemic-induced demand shock across multiple sectors and swathes of the workforce consequently facing lay-offs and pay cuts, we are supportive of management teams who act decisively in the interests of all their stakeholders, and also give their businesses the best chance to participate in the recovery when normal service resumes.
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White papers
Outlook 2020: Securitised credit
Signs of consumer stress mean securitised credit investors should be especially alert to quality and liquidity in the coming year.
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White papers
In Search Of The Bottom In The Covid-19 Crisis
In this unprecedented time of high uncertainty from a sanitary and economic perspective, the different drivers at play are moving in different directions. These forces make the exercise of GDP forecasting quite tricky and not particularly helpful for the time being.
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White papers
Is Vietnam Ready to Fill China’s Supply Chain Gaps?
When we travelled to Vietnam in late December, the first novel coronavirus cases hadn’t even been reported in China. Now, with the virus battering Chinese manufacturing, our impressions from that visit seem especially timely as investors seek to assess the shift of global supply chains to Vietnamese factories.
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White papers
Five Ways Policymakers Can Beat the Coronavirus
A big near-term economic hit from measures to contain COVID-19 is now unavoidable. But policymakers can still ward off a deeper spiral and build the foundations for recovery—if they take the right steps now.
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White papers
Unique Disruptions, Exceptional Measures
As we argued in our previous piece detailing the Fed’s 100bps cut and increased asset purchases, although the Fed had unloaded countless rounds of ammunition, additional firepower remained.
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White papers
Sharpe Thinking: seeking quality assets amid the market sell-off
What’s moving the investment landscape? In these turbulent markets, we bring you views from our portfolio managers, analysts and economists, delivered by our Investment Office – an independent body ensuring that our investment teams perform in the best interest of clients.
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White papers
Distressed Debt: Despite Challenges, Opportunities Persist
Recent market and economic volatility may be the trigger that distressed debt investors have been waiting for, but capitalizing on opportunities will require a different playbook than those of past cycles.
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White papers
Corporate Hybrid Bonds for Insurance Investors
To overcome the low-yield problem, European insurers are eager to identify assets that offer the right balance between quality and return.
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Shock and Awe
Does this week’s multitrillion-dollar shot in the arm vaccinate the economy against the worst impact of COVID-19?
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White papers
Spotlight on fixed income - The value view – finding opportunities in adversity
Asset markets have been subject to extreme volatility in recent days. M&G’s institutional public debt team has been maintaining a close watch on credit markets with a view to identifying attractive opportunities.
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White papers
Global Equities: a disciplined approach to market uncertainty
From the impact of the coronavirus to their unique investing style, our Global Equities team explain how they are navigating the current market volatility.
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White papers
Coronavirus: a pragmatic response to market panic
Fixed-income investors loathe uncertainty. But for them and societies worldwide, this is currently the defining characteristic of markets and daily life. How can they respond pragmatically to the pandemic?
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