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Quality Growth Boutique
2020-03-12_mu_covid-qg-americas_teaser
Viewpoint
COVID-19

Coronavirus Sell-Off: Putting Volatility in Perspective

We are now witnessing a market panic as the continued spread of the coronavirus is threatening a global recession. Portfolio managers Ramiz Chelat, Jin Zhang and David Souccar explain how they are adjusting their portfolios to take advantage of market dislocations and why quality growth businesses can help provide downside protection.

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Sustainable Equities Boutique
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Market Update
COVID-19 Emerging Markets

The EM perspective

The past weekend gave investors a pause to reflect on what has been the worst week in terms of price performance for many equity indices since the global financial crisis in 2008. For example, the S&P 500 lost 11.5% on Friday’s close, compared a week before. Emerging markets equity investors were also strongly impacted, as the MSCI EM lost 7.3% over that period.

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