2020 – Will the economy survive the politics?

Franklin Templeton
By February 20, 2020 10:59

2020 – Will the economy survive the politics?

In this issue

New year, new decade, we’re off to the races. None of the doom-and-gloom predictions materialized in 2019. Trade tensions did not spiral into out-of-control trade wars, new tariffs did not have a major macroeconomic impact, the US economic expansion did not halt and China’s economy did not stall. The lesson learned is that last year, too many people worried too much about the wrong things.

Franklin Templeton
By February 20, 2020 10:59

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New #blogpost: Week 14 - Top Five #BestRead #Research on
@Opinio_Pro -> https://opiniopro.com/2020/04/beheerder/week-14-top-five-best-read-research-on-opiniopro/
@EdeRothschild @UBP_Group
@BNPPAM_NL @NuveenInv
@TRowePrice #coronavirus #fiscalpolicy #risk #bearmarket #recession

Recession 2020— Deep but Short -> https://opiniopro.com/2020/04/t-rowe-price/recession-2020-deep-but-short/ #CoronaCrisis #Covid_19 #Recession2020 #fiscalpolicy via
@TRowePrice

We Can’t Go Home Again -> https://opiniopro.com/2020/04/pine-bridge/we-cant-go-home-again/ #CoronaVirusUpdate #Covid_19 #equity #fixedincome #EmergingMarkets via
@PineBridge

Best read article on @Opinio_Pro, Thursday 2 April, was from @TRowePrice "Recession 2020—
Deep but Short" -> https://www.opiniopro.com/2020/04/t-rowe-price/recession-2020-deep-but-short/ #recession #coronavirus

Keep a cautious stance on risk assets, try to improve liquidity management and hedge some credit risk -> https://opiniopro.com/2020/04/amundi/keep-a-cautious-stance-on-risk-assets-try-to-improve-liquidity-management-and-hedge-some-credit-risk/ #assetallocation #equities #fixedincome #Commodities #Currencies #liquidity #Risks via
@Amundi_ENG

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