Healthcare and technology start-ups remain hot property, but pandemic-fuelled uncertainty has led to lower valuations in some areas, such as travel-related platforms.
Businesses that can call upon capital and expertise from private equity owners are seen as better able to weather the huge economic impact of the coronavirus lockdown.
Countries are still reporting new Covid-19 cases, and the path to full recovery is uncertain. Four fund houses explain how they have kept running and what's next, post-pandemic.
The difficult market conditions that the Covid-19 pandemic has created could accelerate an existing trend among asset owners: using passive funds to invest in mainstream assets.
In partnership with PineBridge Investments
The development of COVID-19 raises three key issues: the efficacy of the global response, the path of the recovery, and the conservative behaviour of consumers after a pandemic. PineBridge Investments assesses how these factors could affect fixed income, equities, and alternatives markets.
Companies with better ESG ratings have tended to see their assets perform better than lower-rated peers, according to Fidelity International and S&P Global Market Intelligence.
A mass dash out of equities and into cash has come as the IMF unveils bleak economic projections for what it says could be the worst downturn since the Great Depression.
The insurer plans to further diversify its exposure using overseas ETFs, amid the global market rout and after the recent raising of the offshore allocation cap.
Some of the country’s pension funds are benefiting from years of diversification efforts, although the pandemic’s fallout has made investment execution harder.
In partnership with Schroders
Simple-to-use tools that can reduce business travel have long been available. The coronavirus is forcing us now to use them, and the climate could benefit.
The disease’s outbreak looks set to change the appeal of real assets as it forces a new way of living and working on people amid global lockdown.
The spread of the coronavirus underlines both the extent of Beijing's control in China, but also the vulnerabilities this can cause. Overseas investors need to take stock.