The European Central Bank (ECB) and the Bank of Japan (BoJ) both have negative rates. So why hasn’t the Federal Reserve (the Fed) followed suit? At a time when Covid-19 has brought world economies to a halt—and top government officials even argue in favor of negative interest rates —this is the question.
Before the momentous events of Q1 and Q2, few investors were prepared for a pandemic that derailed global growth. Here, Walter Scott fund manager Murdo Maclean provides his account of how events unfolded and what steps his team took to safeguard their holdings.
Investors who want to understand the long-term impact of the Covid-19 could do worse than consider how different generational cohorts have responded in recent months, argues Dr Paul Redmond.
The COVID-19 pandemic has been a worrying time for companies and investors globally, but has also put a spotlight on the importance of ESG needs and responsible investing. With ESG getting more attention now than ever before, Newton’s Andrew Parry discusses how companies’ reputations can be affected by how seriously they take this form of investing.
The spread of the coronavirus is having a major global economic impact. Read Vantage Point Q2 2020 preview to learn about four possible economic scenarios.
“While banks are vital cogs in the functioning of an economy, the sector can be a fallow hunting ground for the stock-picker seeking sustainable long-term returns,” says Walter Scott’s Roy Leckie on why banks currently play no significant role in the company’s portfolios
With interest in renewables and 5G ramping up, an allocation to utilities may be the key to unlocking hidden value, argues Mellon fund manager Jim Lydotes.
The twin trends of ageing populations and technological innovation are likely to put a lid on inflation for some time to come, argues Newton fund manager Jon Day. But that doesn’t mean there aren’t opportunities out there for diligent investors