James Klempster, investment director at Momentum Global Investment Management, discusses the market response to the coronavirus crisis.
As a landlord and investor in real estate, I am closely watching how the world adapts to the global lock down.
Lockdown got off to what she describes as a "catastrophic" start, but the team have pulled things around.
Andrew Hardy, CFA, says the seeds of the crash in 1929 and 1932 were sown in the prior boom years
While convertible cars, or drop-tops, tend to dominate the drawdown phase of most people’s lives, convertible bonds have something to offer in the earlier accumulation phase
"What is key at the moment is to make sure we communicate as openly and regularly to our investors to keep them on the journey to their investment outcome"
This is key to ensuring the work gets done as normal and to keep engaging with clients and business partners, but also to maintain the staff social interaction, which is crucial.
Despite low yields, in a turbulent environment, bonds, or 'paper', still have an important role to play in portfolios
In many ways, life has changed so much in recent weeks. Our usual routines suddenly seem distant memories.
Investment Update with James Klempster, CFA, Director of Investment Management
...it is instructive to sketch positive scenarios into our outlook and where better to look for inspiration for a positive spin on events than China...
Glyn Owen (Investment Director) reviews the current market conditions
