Let the Correction Run Its Course

Let the Correction Run Its Course

🕔11:40, 3.Mar 2020

On the Markets Since late January, global markets have been preoccupied with the coronavirus development. Obviously, this is an unfortunate and serious health concern. While the path it takes from here is unknown, one thing we do know is that

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Exogenous Shock

Exogenous Shock

🕔10:41, 3.Mar 2020

Investment Perspective February 2020: The media, and financial markets, have been consumed by the continuing spread of the coronavirus (now officially named COVID-19) and its impact on health, economic growth and financial markets. As can be seen below, financial markets

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Sustainability: The tectonic shift transforming investing

Sustainability: The tectonic shift transforming investing

🕔09:40, 3.Mar 2020

 A framework for incorporating sustainable investing in portfolio construction Portfolio perspectives  What's new in this paper

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Weighing up potential market impacts from the coronavirus

Weighing up potential market impacts from the coronavirus

🕔08:33, 3.Mar 2020

As the virus outbreak spreads well beyond China, it is hard to forecast exactly what the economic impact will be, but it’s safe to say that consumption and supply will be significantly affected. The coronavirus is a clear shock to

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Fingers Crossed for the Service Providers

Fingers Crossed for the Service Providers

🕔08:05, 3.Mar 2020

Chart of the week Up until now, the service sector has proven to be a pacesetter for the entire economy. However, the new coronavirus is threatening to slow down its pace.  The economy has been advancing at two speeds for

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When the view is getting blurry, stick to main convictions

When the view is getting blurry, stick to main convictions

🕔07:08, 3.Mar 2020

Investment Talks Market reaction: The further spreading of the coronavirus, especially in Europe, has, in the past few days, triggered a selloff in risk assets and high demand for safe assets (US dollar, Treasuries and gold). As markets reassess the

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Twitter

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

The phase has changed; we are now in a new cycle, which will have its own unique characteristics -> https://opiniopro.com/2020/04/jp-morgan/insights-and-implications-from-the-multi-asset-solutions-strategy-summit-2q-2020/ #asetallocation #equities #fixedincome #RealEstate #Commodities #Recession2020 #inflation via
@jpmorgan

@JPMorganAM

COVID-19 impact on the Netherlands -> https://opiniopro.com/2020/04/abn-amro/covid-19-impact-on-the-netherlands/ #coronavirus #COVIDー19 #Recession2020 #inflation #GDP
@ABNAMROeconomen

@ABNAMRO

As the dust settles, convertible bonds look extremely attractive -> https://opiniopro.com/2020/04/gam/as-the-dust-settles-convertible-bonds-look-extremely-attractive/ #convertiblebonds #coronavirus #FixedIncome via #GAM

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