View From The Top: How to insulate a portfolio from a long-term equity market correction

ESG investment key to sustainable market growth

Before the market rout of the coronavirus, equity investors have had much to cheer about in recent months as equities continued a relentless climb, driving indices in the US and Europe to record highs.

Now we are seeing share price falls on a par with those in the 2008 Global Financial Crisis, investors are pouring into safe havens, including gold and government bonds. But one asset class that remains undervalued on a relative basis is real assets, whose prices still lie at a historical low versus financial assets.  Barry Norris: The Black Death, Covid-19 and the consequences of a pandemic It is worth taking a step back and looking at the state of global equities in recent months to get a sense of perspective on the market and the dynamics driving what was a historic rally. Be...