Coronavirus – 28 days later

Coronavirus – 28 days later

🕔16:12, 10.Mar 2020

Updating our outlook Macro Research team On 5 February we published our first tentative assessment of what Covid-19 might mean for the global economy 1 . At that time, there were 24,500 cases reported globally, of which 220 were reported

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ESG-benchmarks in overvloed

ESG-benchmarks in overvloed

🕔15:09, 10.Mar 2020

De vijf fabels ESG is niet meer weg te denken, nu de grootste vermogensbeheerders wereldwijd nieuw ESG-beleid implementeren, specifieke sectoren uitsluiten en hun ESG-teams versterken. Het meest in het oog springende rondom het ESG-beleid van passieve vermogensbeheerders is een switch

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Wanted: policy action

Wanted: policy action

🕔14:40, 10.Mar 2020

A decisive and coordinated policy action is key to combat the economic fallout from the coronavirus outbreak. Mike explains why. Fears about the coronavirus and its hit to the economy have rattled stocks and sent government bond yields to record

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Coronavirus outbreak Impact for economy and financial markets

Coronavirus outbreak Impact for economy and financial markets

🕔14:03, 10.Mar 2020

A roadmap for assessing the impact of covid-19 Momentum heading into shock DM domestic demand momentum disappointing in Q4 Business confidence on moderate uptrend early Q1 Labour markets remained pretty resilient size/ duration/ dispersion shock, i.e. the Big Unknown  

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Point of No Returns

Point of No Returns

🕔13:00, 10.Mar 2020

Overview Crises in the natural world have reached a critical level. Inaction now threatens the very existence of human society: the Intergovernmental Panel on Climate Change (IPCC) warns that averting the most serious consequences of climate change requires a radical

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How responsible investingstandards and policiesaffect returns

How responsible investingstandards and policiesaffect returns

🕔11:55, 10.Mar 2020

Executive summary •Excluding companies from investment portfolios due to certain business activities, products and services on sustainability considerations was arguably the first notable approach that came to define socially responsible investing as it emerged in the 1970s and 1980s. Exclusionscontinue

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Chart of the Week

Chart of the Week

🕔10:51, 10.Mar 2020

THAT SINKING FEELING The U.S. Federal Reserve (Fed) unexpectedly cut interest rates by 50 basis points to a new target range of 1.00% to 1.25% on Tuesday, March 3. But U.S. yields have been falling for some time already, as

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Week Ahead | ECB Governing Council meeting, Eurozone GDP

Week Ahead | ECB Governing Council meeting, Eurozone GDP

🕔09:43, 10.Mar 2020

How will the ECB react? Next week's meeting of the ECB’s Governing Council will be dominated by the rapid spread of the coronavirus outside China and also in Europe over the past few weeks. Some central banks have already reacted.

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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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