Five themes to show where the Covid-19 crisis is heading [video]

Since breaking out in China at the end of 2019, the Covid-19 pandemic has infected more than 3 million people and caused over 200,000 deaths (Worldometers as of 29th April 2020).

With no effective vaccine yet available, this may mean repeated lockdowns over the coming months. The actions of the general public as well as those of scientists and political leaders are all key to how the crisis unfolds. These factors will determine whether we can overcome the pandemic and prevent new peaks.

As asset managers we are working hard to navigate the short and long-term effects of the virus and to support investors at this time. So we have devised five key public health themes to help us understand the road ahead.

Important information

Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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