Economies & markets

Unfortunately, there are reasons why we believe markets may have further to fall before their eventual rebound. But there are advantages to being patient, which we explain here.

A lot has happened since our last call on 18 March – we have seen the markets continue to tumble, followed by an extreme one-day rally last week that has not been rivalled for many decades. Read our latest update on market developments here. 

Our International Deputy Chief Investment Officer, Justin Oliver, provides some clarity on the current Coronavirus (COVID-19) situation. Watch our short video here. 

This week, the strongest market rally since the 1930s has followed the steepest, fastest slump in equities, leaving many to wonder where we are on the COVID-19 crisis. Read our latest investment news update here. 

Every day we are seeing more and more companies announcing the removal, deferral or cancellation of dividends. Companies are under acute pressure to conserve cash in the current environment. Find out more about the crisis in equity dividend income. 

Today, our CEO, David Esfandi introduced an open call for clients with our Chief Investment Officer, Michel Perera. If you missed the call or didn’t manage to catch all of it, please contact your Investment Manager for a full recording, or find a summary of the main points below.