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Investing through the pandemic and beyond

At Canaccord Genuity Wealth Management, our investment experts regularly share their views about what is happening in the markets and the investment trends they are seeing which could impact clients and their portfolios.

Understanding what is happening in the world of investing – and all the different issues that can impact the markets – has never been more important as we consider investing through the pandemic and beyond.

Every six months, we pull together their views into one timely, engaging and easy-to-read publication, called News & Views. If you would like to download the October 2020 edition, please click here. Otherwise, you can read all the key articles below. If the topics covered prompt further questions or raise issues about your personal situation, please contact us for a free and confidential discussion.

This edition reflects on the following key investment and wealth management issues:

This article considers the lasting imprint the pandemic will have on our lives and the six key societal themes that may play out for investors post COVID-19. These range from the more obvious tech revolution and the likelihood of higher taxes, to ESG (environmental, social and governance) investing becoming more mainstream as we look for the companies that we invest in to become more responsible; we also consider how our obsession with our health might provide investment opportunities as well as the implications of the generational divide that this pandemic may create. 

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In the first of two articles looking at the political landscape, ‘The art of the possible’ reminds us that the UK and EU continue their negotiations on the post-Brexit relationship. Given the uncertainly engendered by the Brexit negotiations, it is no surprise the UK equity market has underperformed this year, but our experts suggest this might present some intriguing stock opportunities despite being in no rush to increase our exposure to UK equities in our clients’ discretionary portfolios.

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‘Putting together the facts about the US election’ with our US-based Chief Market Strategist, Tony Dwyer, explains why trying to determine what it will mean for markets is an impossible task. Instead, we should look at it in reverse: what can markets tell us about the US election? 

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COVID-19 has already affected many aspects of our daily lives and the effects of these changes are going to be long term and profound. ‘Assessing your financial plans after COVID-19’ explains how financial planning in a post-pandemic world is going to be key, with particular emphasis on inter-generational wealth planning. 

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We have all seen the benefits of using technology during the pandemic to work remotely, to see family and friends or to shop online, and the technology sectors have been seen as the big beneficiaries of the changes wrought by COVID-19. In ‘2020, a new technology bubble?’ we ask if the massive outperformance of the sector is likely to cause a repeat of the so-called TMT (technology, media and telecoms) bubble of 1999 and early 2000. 

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Another interesting development is battery technology, which is changing the way we transport and power the world; but there are some concerns around this technology, particularly for ESG investors. Our interview with a battery technology specialist investor explores this emerging investment theme. 

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‘Supporting the battle against cancer’ is close to many of our hearts. Another ESG theme, we explore how investing in oncology companies is a positive way to join in the solution to one of our society’s great global problems. 

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‘Is small more beautiful?’ discusses the growth potential in small-cap investing, but it is the riskier end of the investment spectrum and only suited to certain investors, due to the fact that companies are…well, smaller. 

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Can-do is a spirit that unites us all at Canaccord Genuity Wealth Management. ‘Together #wecandothis’ reflects on our COVID-19 experience. We truly hope we have looked after our clients and their investments with a can-do attitude during the pandemic so that we can all come out of this crisis stronger than ever. As one client kindly said:

“Many thanks for your dedicated contact and assurances. I do appreciate what you have said, and have every confidence that when the opportunity arises, Canaccord will do everything it can to ensure that our investments are dealt with the best ways possible” 

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If you would like to find out more about how we can help you, request a complimentary consultation now. 

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Speak to a Wealth Adviser

If you have any questions or would like to find out more , please get in touch with us or email wealthmanager@canaccord.com.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

This is not a recommendation to invest or disinvest in any of the themes or sectors mentioned. They are included for illustrative purposes only.

Photo of Michel Perera

Michel Perera

Chief Investment Officer

Michel is responsible for the investment process at Canaccord Genuity Wealth Management, with a specific focus on asset allocation and stock selection. He also works to maximise the potential of Canaccord Genuity's proprietary and industry-leading stock screening tool, Quest®.

Michel is an experienced investment strategist. Before joining CGWM, he spent 19 years at JP Morgan Private Bank where he was the Chief Investment Strategist (EMEA) responsible for running investment strategy and overseeing tactical asset allocation decisions for discretionary portfolios within the region.


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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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