High drama in high yield

By Vivek Bommi, senior portfolio manager at Neuberger Berman Coronavirus and the OPEC price war combine for a one-two punch to high yield markets. The impact of the coronavirus (COVID-19) had already sent the high yield credit spread north of 550 basis points before the ‘OPEC+’ meeting last weekend. Traders and investors hoped for a […]

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The stocks that might benefit from everybody working from home

“As the outbreak of Covid-19 has led to the widespread cancellation of professional sporting events and the closure of cinemas, bars and restaurants in many countries, consumers are increasingly turning to video games and live-game streaming services such as Twitch and Steam as interesting, if not perfect substitutes.” In Trustnet, Thomas Fitzgerald, manager of the […]

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Time for investors to look beyond the crisis

By Rob Sharps, group CIO at T. Rowe Price We are not facing a typical economic slowdown or risk‑off environment. We are in uncharted territory. Recession seems imminent, with Goldman Sachs economists currently predicting a 24% quarter‑on‑quarter annualised contraction in US GDP in the second quarter. The worst quarter during the global financial crisis was […]

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Digging deeper on the corporate cyber-attack threat

By Michaela Zhirova, senior analyst, and Marjo Koivisto, head of ESG Quant, at Nordea Asset Management The immense business opportunities brought on by digitisation can come with a multi trillion-pound price tag if corporates do not prepare adequately for cyber-attacks. Cyber-attacks, on both companies and governments, include infringement of privacy and confidentiality, expensive theft of […]

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The stock winners so far from coronavirus – and the ones that will be next

“Although Microsoft will not be immune from the impending economic downturn, it will continue growing for long afterwards, thanks to its wide range of products to enable flexible working.” In The Telegraph, Thomas Fitzgerald, manager of the EdenTree Amity International fund, discusses the companies that are enabling a remote and more flexible workforce. Link

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‘Survival’ and ‘Revival’ – the keys to portfolio management in a crisis

By Samy Muaddi, portfolio manager of the T. Rowe Price Emerging Markets Corporate Bond Fund Given the heightened volatility environment – with a series of multi-sigma in credit spreads spikes since the end of February – the decisions we take over the next three months are likely to disproportionately influence our returns for the next […]

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The eight best funds to invest in every stock market

“The team looked for companies with consistent earnings that have grown faster than the S&P 500. We also like that Edgewood is an employee-owned company, which aligns investment objectives with investors’ interests.” In The Telegraph, Adil Alaoui, Co-Manager, Fund of Funds – Global Diversified Growth at Sarasin & Partners shares his top US fund pick Edgewood. […]

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Championing emerging managers

“The barriers to entry for emerging managers are very high and likely to get higher as this suits the incumbents, who behave like oligopolists. We identify talented managers, and help them to launch, using economies of scale to reduce the barriers.” In The Hedge Fund Journal, Shenan Dhanani and Donald Pepper, co-heads of specialist alternative asset […]

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Demand for gold is soaring as investors seek a safe haven from market chaos

“In volatile times, gold remains one of the few areas where investors can find cover. It is the type of narrative on which gold feeds.” In This Is Money, Sebastien Galy, economic strategist at Nordea, and Vincent Ropers, manager of the Wise Multi-Asset Growth fund, comment on the increasing demand for gold despite current market volatility. […]

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