Feature

We cannot predict when markets will finally reach a bottom – they may already have – but we believe it is most likely to be once we hit a peak in the daily growth in new Covid-19 cases round the world.

Investors could be forgiven for thinking that nowhere is an immediately appealing prospect for investment right now, least of all Europe.

The disruption to the global economy from the worldwide spread of the coronavirus is the biggest shock to the world since the Second World War.

The infrastructure sector is seen, with good reason, as a solid alternative asset class with which to diversify an investment portfolio.

The emergency airdrop of fiscal and monetary support provided to fight back in the battle against the coronavirus impact on the global economy continues to prevent further dives in world markets.

At the time of writing, UK equity benchmarks have fallen by approximately one-third from their year-to-date highs.

The bull/bear debate in credit markets in 2020, is whether we face an early 1980s-type bear market or a 2008 valuation scenario.

In recent years, investors have faced two major sources of political risk when considering UK assets: the possibility of a hard Brexit and the prospect of a more radically left-leaning government.

Last Monday, for the first time in its history, the US Federal Reserve announced a liquidity programme that includes buying corporate debt.

European economic data has been largely positive.