Price movements last week on equity and bond markets were more limited than in previous weeks. Whether this calm continues will depend on whether coronavirus data show signs of improvement, according to Ewout van Schaick, head of Multi Asset. Developed market sovereign bonds and high-quality corporate bonds may offer allocation opportunities for investors seeking alternatives to cash. “We need to get some guidance on when the lockdowns will end before we see opportunities in the more risky asset classes,” Van Schaick says in our latest podcast. “That’s why we still stay quite cautious on equities.”