Global stocks rose on the gradual reopening of the economy and tempered virus cases. European leaders discuss stimulus proposals.
Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly, companies are now prioritizing liquidity and solvency over returning capital to shareholders. We think investors can alleviate this problem with an investment approach that addresses two key aspects of dividend investing that can help maintain healthy dividend yields, even in this environment.
The coronavirus crisis, which ignited steep increases in credit spreads and temporarily froze segments of the fixed income market, can give investors insight into how different types of bonds perform in financial turmoil. In that vein, we looked at performance from companies with high quality financials and strong environmental, social and governance (ESG) practices. We think investors should take note of the value these characteristics offer in this market.
Learn how Big Tech companies have adapted during the coronavirus crisis and what we think will happen with the race to create a vaccine.
Trial data for Moderna’s experimental coronavirus vaccine showed promise. Europe, Singapore and the U.S. may progress on new economic stimulus.
Risk assets have rallied strongly over the last seven weeks as policy actions have been forceful, COVID-19 cases have peaked in important areas and investors have been willing to look past the short-term economic carnage.
Investors worry that duration of the outbreak may surpass expectations. The U.K., India, Japan and U.S. continue with reopening plans.
May 11, 2020: With so much uncertainty swirling around fiscal and monetary stimulus, can the Eurozone succeed in reopening its economy and managing the economic fallout of the coronavirus? Our Chief Investment Strategist EMEA & APAC, Wouter Sturkenboom, explores the issue.
Trade negotiators tamped down China-U.S. tension early in the week. While economies reopen, investors nervously monitor new virus cases.
Markets firmed as encouraging trial data for Gilead Sciences’ antiviral drug Remdesivir was released. Central bank leaders warned of notably sour economic conditions for quarters to come, but demonstrated an ongoing commitment to providing support against virus-impaired economic growth.
As the Fed keeps rates unchanged at the near-zero level, Head of Fixed Income Colin Robertson shares our updated outlook and forecasts for the economy and interest rates.