Stewardship director Matt Crossman makes the case for a healthy and responsible recovery – building back better from COVID-19.
They say a change is as good as a holiday. Yet head of multi-asset investments David Coombs has just come back from a fortnight away and thinks the status quo will suit his investments just fine.
After months cooped up inside, our multi-asset portfolios fund manager Will McIntosh-Whyte headed away for a well-deserved Cornish holiday … where a brace of storms kept him cooped up inside.
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
The pandemic has radically changed how we work. That makes propping up struggling companies a dangerous pastime for the government, argues our head of multi-asset investments David Coombs.
The hard data is coming in and so far companies have fared better through the pandemic than expected. Just how long complete recovery will take no one knows, but as chief economist Julian Chillingworth notes, we maintain our long-held belief in the human capacity to co-operate and solve problems.
Former Vice President Joe Biden – well ahead in the US presidential election polls – is due to announce his running mate next week. Investors will be wary of any nod to the left wing of his party, but our head of asset allocation Ed Smith notes the large hurdles a progressive agenda would face even if Biden wins.
COVID may be about to rock the property world to its foundations. Such dislocations tend to create opportunities for investors, notes head of multi-asset investments David Coombs, but they don’t come without risk.
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