Clear differentiation indispensable

Clear differentiation indispensable

🕔16:00, 5.Mar 2020

High-yield market remains supported by favourable capital market environment The market for EUR bonds from non-financial companies with speculative rating has been growing steadily in recent years. The expansive monetary policy of the ECB has strongly contributed to this, causing

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Focus: Effects of Covid-19

Focus: Effects of Covid-19

🕔14:56, 5.Mar 2020

Markets in turmoil – our outlook Nobody can currently estimate how fast and how far the new coronavirus will spread. The markets have reacted strongly this week, probably too strongly, to the global spread of the virus. We expect the

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Virus outbreak turns us cautious

Virus outbreak turns us cautious

🕔13:51, 5.Mar 2020

Weekly commentary The spread of the coronavirus beyond China has opened up a new global dimension to the epidemic – and potential for a sharper economic drag from efforts to contain it. We expect the economic expansion to remain intact,

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Trying to think beyond the trough

Trying to think beyond the trough

🕔12:47, 5.Mar 2020

Research & Strategy Insights  Chinese normalisation may come too late The first macro data on China reflecting the state of the economy since the start of the epidemic is trickling in and the collapse in the official composite Purchasing Management

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In Credit

In Credit

🕔11:45, 5.Mar 2020

Two months down. Macro / government bonds Core government bonds remain the favoured asset class in these times of turmoil. Indeed, last week the benchmark 10-year US treasury reached a new all time yield low of 1.14%. The ICE BofA

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SARS-Coronavirus-2 (SARS-CoV-2) and the Economic, Investment, and Political Implications

SARS-Coronavirus-2 (SARS-CoV-2) and the Economic, Investment, and Political Implications

🕔10:33, 5.Mar 2020

Update on SARS-Coronavirus-2 Since early January, when China publicly disclosed SARS-CoV-2, the virus has spread to each province in China, with the central province of Hubei and its capital of Wuhan as the epicenters of the outbreak …

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Shock, crisis, rinse, repeat

🕔10:13, 5.Mar 2020

You have seen all of this before. If you have been in the business since 2008, you’ll understand that the Federal Reserve’s shock-driven inter-meeting rate cut of 50 basis points validates that we are officially in crisis mode. The last

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FOMC interest rate decision

FOMC interest rate decision

🕔09:28, 5.Mar 2020

Short Note US Fed The US Fed has taken the unusual step of cutting interest rates between two scheduled meetings of the FOMC. The range for the key interest rate was reduced by 0.5% to 1-1.25% yesterday. The reason given

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Financial integration and structure in the euro area: Statistical annex

Financial integration and structure in the euro area: Statistical annex

🕔08:31, 5.Mar 2020

Preface:  This publication, launched in parallel with the ECB’s report on financial integration and structure in the euro area, brings together two sets of statistical indicators which were previously presented in separate ECB reports. The first part of the publication

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Fixed income market update

Fixed income market update

🕔08:04, 5.Mar 2020

BMO Fixed Income  For the month ended February 29, 2020, the Bloomberg Barclays U.S. Aggregate Bond Index returned 1.80%. Year to the date, the index has returned 3.76%. U.S. Treasuries returned 2.65% during the month as the yield on the

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Risks are high, but stocks could be near oversold territory

Risks are high, but stocks could be near oversold territory

🕔07:07, 5.Mar 2020

Weekly Investment Commentary Stocks sold off sharply last week, driven by growing fears over the coronavirus. The S&P 500 fell 11%, suffering its worst weekly decline since October 2008.1 Stocks are now 13% below their February all-time high, after being

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The real deal with emerging markets

The real deal with emerging markets

🕔00:31, 5.Mar 2020

Emerging markets give many investors cold feet. On our latest podcast, EM equity pro Gordon Fraser discusses whether now may be time to warm up to the elusive asset class. Emerging markets (EMs) are largely unfamiliar territory for U.S. investors

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