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With all the current uncertainty, Jeremy Wilmot discusses the unfolding investment impacts of coronavirus and what approaches investors should be taking amidst the turmoil.
Take-aways from JANA’s infrastructure research trip
Whilst ongoing developments in the US/China trade war have contributed towards marked short-term movements in investment markets and sentiment over the past year, there are longer-term structural investment implications to consider regardless of how the current trade negotiations play out.
On our global fixed research trip, the number of managers sticking to ‘Fed Hike’ calls were definitely in the minority. Most managers / researchers who were previously calling for more rate hikes turned their views around almost simultaneously with the Fed pivoting to a dovish stance.