Coronavirus – what you need to help your clients

A selection of tailored expert insights to help aid your client discussions.

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The Coronavirus pandemic contributed to increased market volatility. We’re constantly updating this page with the expert insights from our fund partners, to help make it easier for you to keep up to date with the latest resources to support your clients.

Understanding market volatility

Financial history shows that from time to time markets experience bouts of heightened volatility for many reasons. Fidelity’s interactive tools look at the past and highlight lessons we can learn for the future. You’ll also find sales aids you can share with your clients.

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Recommended for you

Turning negatives into positives

BNY Mellon consider some of the potential upsides to accompany the negatives from the March market fall in this one-page summary.

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Most recent articles

Income investing in a pandemic – finding a way through

In the wake of a global pandemic, many companies have cancelled, cut or suspended dividends. Aberdeen Standard consider what investors should be focusing on at times like these.

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Guides for your clients

Helping your clients in periods of volatility

While market volatility can cause anxiety, you can help your clients remain focused on their investment goals using time-tested strategies for long-term investing.

Principles for long-term investing

Client guide: Covid-19 – why you shouldn’t panic

The spread of Covid-19 has left many people concerned about their investments, as stock markets have fallen, and an economic slowdown becomes increasingly evident. This new client-friendly PDF reviews the economic and stock market impact of Covid-19 so far and why we don’t believe investors should panic.

 

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Helping your clients in periods of volatility

While market volatility can cause anxiety, you can help your clients remain focused on their investment goals using time-tested strategies for long-term investing.

Guide to the Markets – five charts for a market do

Other insights you may find useful

Life in lockdown China – a view from the ground

As the city where coronavirus originated started to open up, entire countries were moving in the opposite direction and extending their lockdown. Polar Capital’s EM and Asia team’s Head of Research, Andy Chen, is based in Shanghai. Read his own view of that city during lockdown and how things are changing as China starts to open up – ever needed your own QR code to access public places? Andy has.

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Covid-19: Stress in the offshore US dollar funding market

Sebastian Vismara, economist at BNY Mellon Investment Management, and Shamik Dhar, chief economist at BNY Mellon Investment Management, discuss how the offshore US dollar fund market is showing signs of stress.

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Vantage Point Q2 2020 Preview

The spread of the coronavirus is having a major global economic impact. Read the Vantage Point Q2 2020 preview from BNY Mellon, to learn about four possible economic scenarios.

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Videos and podcasts

Global strategy update

As the UK enjoyed its second bank holiday weekend lockdown, the government indicated things may start to open again.

Sarasin’s Chief Investment Officer Guy Monson looks at the price to pay for opening up countries in the near future.

Fidelity CIOs on the oil crash, market volatility and what’s next

Andrew McCaffery, Steve Ellis and Romain Boscher dissect the macro issues impacting financial markets, the impact on global markets and how this is shaping Fidelity’s views across asset classes.

Please note that the value of investments and the income from them can go down as well as up so your client may get back less than they invest.