Gerrit Smit, head of equity management at Stonehage Fleming, looks at contrasts between the covid-19 crisis and the two other major economic and financial crises of the past, and says that market fear could be three-quarters over.
Asset managers speaking in our recent article on US equities gave views ranging from hostile to cautiously optimistic about the Federal Reserve (pictured) stimulus package following the outbreak of the coronavirus pandemic.
A German investment manager launching a property fund has made reference to covid-19-related food supply issues as a driver for institutions to consider the ‘food retail’ asset class.
Amundi, Europe’s largest asset manager, said 95% of its staff are working remotely and “no use of partial unemployment” had been used in the firm’s response to the covid-19 situation.
Throughout the covid-19 crisis, Funds Europe presents some of the best market commentary from fund professionals. Today, we ask Lombard Odier Investment Managers' Kristina Church, senior investment strategist for sustainability, and colleague Christopher Kaminker PhD, head of sustainable investment research, strategy and stewardship, to analyse the new normal and what the lasting effects of this pandemic could be.
Event-driven hedge funds, recently seen as laggards in the hedge fund world, have outperformed since the last week of March, according to market data from asset manager Lyxor.
