The global economic shutdown that was triggered by the coronavirus pandemic is unlike anything we have ever experienced in our lifetime. This situation explains the changes made by our Fundamental Equities investment teams to their five-factor frameworks, for this quarter’s outlook. In this context, ‘stay selective’ will be the name of the game from both a country and an individual stock perspective.Fundamental Outlook 29 April 2020
The Covid-19 crisis has brought unprecedented volatility to markets and is set to usher in a global recession. We would like to help you navigate the turbulence through our series of insights, outlooks, webinars and portfolio manager's updates.
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