General   |   Feb 6, 2020

Market Update from the Global Asset Allocation team – February 2020

FROM THE GLOBAL CIO OFFICE – By Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation

Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Just as one source of investor angst faded at the beginning of 2020, another intensified. After simmering trade tensions fueled a blockbuster start to the year, sentiment took a turn for the worse after the outbreak of the Wuhan coronavirus threatened to derail an already-fragile global growth backdrop. The epidemic, and efforts to contain it has forced investors to reassess the outlook for the world’s second-largest economy and by extension, global growth prospects. Importantly, Chinese policymakers responded swiftly with new measures to stem the damage to both financial markets and the economy – though uncertainty is surely to prevail in the near-term until the virus has been contained. 

Related Insights

General
Sep 2, 2020

Market Update from the Global Asset Allocation team – September 2020

The fastest bear-market recovery in history showed little sign of wavering in August. Investor optimism remained buoyant on signs of progress in developing a vaccine to quell the pandemic, which helped to instill confidence in a swift global economic revival.
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation
General
Aug 31, 2020
9:05

Annual Jackson Hole Economic Policy Symposium

Jason Carvalho, Senior Vice President and Capability Specialist, Fixed Income, talks about the highly anticipated Jackson Hole Symposium, which took place on August 27th and 28th.
Jason Carvalho
Senior Vice President, Institutional Markets, Fixed Income
General
Sep 2, 2020

Market Update from the Global Asset Allocation team – September 2020

The fastest bear-market recovery in history showed little sign of wavering in August. Investor optimism remained buoyant on signs of progress in developing a vaccine to quell the pandemic, which helped to instill confidence in a swift global economic revival.
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation
Macroeconomics
Sep 1, 2020

Jackson Hole – The Fed’s new stance on inflation

The Fed’s new stance on inflation
Jason Carvalho
Senior Vice President, Institutional Markets, Fixed Income
Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation