fund manager views

Fiscal stimulus and central bank intervention possibilities

The onset of the current crisis has exposed fragilities in the global economy caused by a long obsession with efficiency, to the exclusion of all else.

Deciding how best to ease the UK's coronavirus lockdown is proving as divisive as Brexit.

The first quarter was a rollercoaster for global credit markets with a severe, homogeneous sell-off, followed by a sharp, if more modest, central bank-induced recovery.

The global lockdown has decimated some businesses with those in leisure, travel or retail seeing revenues collapse to zero.

During the 2008 Global Financial Crisis, recovery was largely in the hands of the governments bailing out troubled companies and providing liquidity to the system.

Investors who have sat out the bull market in precious metals may wonder if they have missed the train.

2020 will be remembered by UK income investors for decades to come.

Following the financial crash of 2008, investors have benefited from a decade of bullish markets, and while there were indications that a slowdown was on the horizon, economic stasis caused by a flu pandemic was not on anyone's radar.

Emerging markets have underperformed global and developed market indices over the past ten years, in spite of having greater opportunities for earnings growth.