Our Chief Investment Office and experts share insights into our house view and macro trends.
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.
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.
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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.