Global economics
Finding genuinely defensive ways to diversify portfolios
Like many things in life, ‘defensive’ assets do not always behave as promised. But these are particularly unusual times. Traditional defensive assets provided some protection during the March sell-off, but to a lesser degree than in past crashes. This raises the question as to what constitutes a genuinely defensive asset in the era of coronavirus and beyond.
June's Rich Pickings podcast - Know your enemy
Understanding Covid-19 and its potential impact has become fundamental to shaping investment decisions. In this month's Rich Pickings we hear about the research that's being carried out by the investment teams on the virus, what they've learnt, and how it's filtering through to portfolios.
Elections in the time of coronavirus and recession
Investors weighing the outlook for US markets are grappling with two diametrically opposed forces: the recession brought on by the Covid-19 outbreak and the presidential election cycle.
Cashflow trumps location for real estate investors
The Covid-19 outbreak has signaled a sea change for investors in the top end of the real estate market. Increasingly, we expect the industry shift focus to the sustainability and security of rents and cashflows over traditional metrics like quality of fit out or building location.
Fidelity Pulse Survey: Leading indicators turn positive
Fidelity’s June survey of 149 analysts finds that activity in most sectors and regions is expected to return to a stable level in under a year, and from there, grow beyond pre-Covid levels by the end of 2021.
An alphabet soup of potential scenarios
Lessons from the frontline
The future of connectivity
