The outbreak of the novel coronavirus COVID-19 is the most acute challenge facing the world at present, and indeed for many years.

Clearly, the course of the outbreak is of paramount importance to us and our clients. To show how our thinking is evolving, we will be providing regular global updates, along with information at an asset class and fund level.

Please check this page regularly to see our latest thoughts on the crisis – both on the immediate situation and on how it is shaping our long-term outlook.