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The COVID-19 recession is increasingly looking like the tipping point for a sustained regime shift in policy, with potentially major implications for economies and markets.
In late 2019, Steven Carew and Gary Wilson travelled to the US and UK as part of JANA’s ongoing capital markets research program. In addition to macro and markets research, the main objective of this trip was to review active asset allocation strategy within a multi asset portfolio context.
Robert Moore, Head of Fixed Income outlines the opportunities we see in sectors of the credit market.
With all the current uncertainty, Jeremy Wilmot discusses the unfolding investment impacts of coronavirus and what approaches investors should be taking amidst the turmoil.
