Monitoring the global impact of COVID-19

Monitoring the global impact of COVID-19

🕔17:47, 17.Mar 2020

The spread of the coronavirus and its impact on global economic activity is increasingly troubling investors. Trying to predict the final outcome is a fool’s errand. Instead, in this piece we provide a framework for tracking the infection rates globally,

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COVID-19 and the financial markets

COVID-19 and the financial markets

🕔15:56, 17.Mar 2020

Spotlight: Fixed Income   While the virus was the dominating theme in politics, economics, sports, daily life and border management (just to name a few) the financial markets have reacted with another strong sell-off across asset classes last week. This document

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Special Market Update

Special Market Update

🕔14:53, 17.Mar 2020

March 2020 

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Recession in Eurozone to weigh further on CEE growth

Recession in Eurozone to weigh further on CEE growth

🕔13:48, 17.Mar 2020

CEE Market Insights  This week, we will see the inflation rate in Croatia as well as labor market data. In Poland, retail sales and industrial growth in February will be published; however, the impact of the coronavirus is still likely

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US Fed tries to stabilize markets

US Fed tries to stabilize markets

🕔12:42, 17.Mar 2020

Short Note | Major Markets | US Fed  Yesterday evening, and thus only three days before the end of the next regular meeting, the US Federal Reserve lowered the range for the key interest rate by 100 basis points to

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ECB eases capital requirements

ECB eases capital requirements

🕔11:39, 17.Mar 2020

Special | Financials & Covered Bonds | Eurozone In conjunction with the announcement by the Governing Council of additional liquidity support and increased asset purchases (see ECB Short Note of 12 March 2020), the ECB Banking Supervision announced a number

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From Room to Grow to Room to Fall

From Room to Grow to Room to Fall

🕔10:35, 17.Mar 2020

Sunday Night Insight  “What a Difference a Day Makes.” In less than a month, we have shifted from explaining why the US economy and bull market had room to grow to how much the global economy, equity markets, interest rates,

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2020 Capital Market Assumptions

2020 Capital Market Assumptions

🕔09:32, 17.Mar 2020

The market tells us its expectation for forward-looking ten-year inflation, and our assumption reflects that market assumption. On December 31, 2019, the market’s yield for a 10-Year US Treasury Bond was 1.92%, and the real yield for a 10-Year TIPS

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7-year asset class real return forecasts

7-year asset class real return forecasts

🕔09:13, 17.Mar 2020 Read Full Article
What do Europeans want from their pension savings

What do Europeans want from their pension savings

🕔08:07, 17.Mar 2020

Pension Survey: Key Findings Well-functioning, affordable and sustainable pension systems are one of the cornerstones of a modern society. Yet with the EU population aged 80 or over projected to more than double between 2017 and 2080, pension systems across

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Overall productivity effects from climate change

Overall productivity effects from climate change

🕔06:59, 17.Mar 2020

Schroders Economics Group produces 30-year return forecasts, on an annual basis, for a range of asset classes. Until now, these forecasts have been agnostic on the subject of climate change, making no explicit adjustments for the physical and transition costs

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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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