Caution and patience needed in the short term

Caution and patience needed in the short term

🕔15:46, 6.Mar 2020

For long term investors, risk premiums still favour equities Could the coronavirus epidemic severely dampen the sentiment that at the beginning of the year was decidedly more optimistic as regards to a stabilization of the world economy? Most certainly. The SARS episode of 2003

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Bulls infected by a virus

Bulls infected by a virus

🕔14:36, 6.Mar 2020

Multi Asset Monthly Global Strategy The trade truce and the stabilization in manufacturing data have reduced recession risks, but it is still too early to give an all-clear signal. How much damage business confidence has already suffered remains a question,

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A new decade for private markets

A new decade for private markets

🕔13:29, 6.Mar 2020

McKinsey Global Private Markets Review 2020 Private markets complete an impressive decade of growth. Private market assets under manage- ment (AUM) grew by 10 percent in 2019, and $4 trillion in the past decade, an increase of 170 percent, while

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When China sneezes

When China sneezes

🕔12:58, 6.Mar 2020

Economic and Strategy Viewpoint he coronavirus casts a dark shadow over the world economy by threatening to derail the revival in growth which began in the latter part of 2019. Economic indicators up to January continued to show a steady

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Coronavirus COVID-19: Facts and Insights

Coronavirus COVID-19: Facts and Insights

🕔12:05, 6.Mar 2020

Updated: February 28, 2020 COVID-19 is, first and foremost, a humanitarian challenge. COVID-19 has affected communities on multiple continents, with over 2,800 deaths out of over 82,000 reported cases. To date, Wuhan and Hubei province have been the most affected

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reasury yields plunge as coronavirus fears intensify

reasury yields plunge as coronavirus fears intensify

🕔11:04, 6.Mar 2020

U.S. Treasury yields fell to record lows last week, led by shorter maturities. The yield curve steepened as a result. Plummeting yields supported positive total returns for all but the highest risk sectors. Markets now expect the Federal Reserve (Fed)

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Spread of SARS-CoV-2 to Europe

Spread of SARS-CoV-2 to Europe

🕔09:55, 6.Mar 2020

SARS-CoV-2 to weigh on economic outlook  Since the outbreak of the new Coronavirus in China at the end of December 2019, the situation has changed significantly. The number of infected people is tenfold compared to the SARS epidemic from 2003

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Policy missteps could hurt markets more than the virus

Policy missteps could hurt markets more than the virus

🕔08:55, 6.Mar 2020

Perspectives on the Coronavirus Outbreak The novel coronavirus, SARS-CoV-2, is the cause of COVID-19, a severe respiratory disease first detected in Wuhan, China…  

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Equity investors may be in for a rude awakening

Equity investors may be in for a rude awakening

🕔07:52, 6.Mar 2020

House View The sky is currently the limit for global equities. After delivering stellar results in 2019 – global equity returns were 28%, the best result since 2009 — US and European markets climbed to even new heights in early

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The Passive Paradox

The Passive Paradox

🕔06:46, 6.Mar 2020

Indexology WINTER 2020 Magazine Fifty years ago there were no index funds. All investment portfolios were “active, ” which meant that their managers attempted to outperform benchmark indices like the S&P 500 ® . Today, we estimate that between one quarter

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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
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@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
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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
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Best read article on @Opinio_Pro, Thursday 2 April, was from @TRowePrice "Recession 2020—
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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
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