COVID-19: Investment

17/04/20 - The US corporate bond market offers an opportunity for income seeking investors. Investment grade and high yield corporate bonds currently trade at yields of 2.1%, and 7.4% respectively, which compares to a S&P 500 equity trailing dividend yield (DY) of 2.2%.

16/04/20 - At the beginning of 2020 the attraction of having some gold exposure in portfolios seemed strong as central banks were once again ‘loosening’ policy and there was evidence of fiscal stimulus emerging too.

07/04/2020 - As the ramifications of the global lockdown response to COVID-19 develop, dividend income is being slashed. We explore what this means for our clients, especially those who need a regular investment income, and consider how long and severe this income drought might be.

03/04/2020 - In recent weeks nearly every asset class has seen remarkable and unexpected price movements. Structured products are often used in modern investment portfolios to reduce risk and or diversify returns, but prices have been as volatile and disconcerting as many other assets. In this article we answer five questions to explain how products are formed, why these are used and the factors that determine pricing.

03/04/2020 - The metals & mining sector has been amongst the worst hit sectors amid the recent market volatility relating to the COVID-19 pandemic. This has always been a high beta sector exposed to global consumption, and it has once again proven thus.

02/04/2020 - While global equity markets have bounced from lows over the last two weeks oil prices have not followed suit, instead continuing their fall to levels last seen in November 2002.

27/03/2020 - It’s hard to believe that just over a month ago global equities were trading at all-time highs.