Fiscal, First and Foremost

Fiscal, First and Foremost

🕔15:58, 19.Mar 2020

As the economic consequences of the coronavirus spread, policymakers are struggling to formulate their reactions. Unless they improve their preparedness, it could mean the end of the global expansion. Central banks have done their part. This week, the Bank of

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Economic Update

Economic Update

🕔14:53, 19.Mar 2020

This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.  Risks: Impacts from COVID-19 may cause a global recession. Political headlines may foment market volatility. Earnings growth has slowed and could stall

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Covid-19 & Oil Wars Warrant Decisive Action

Covid-19 & Oil Wars Warrant Decisive Action

🕔13:48, 19.Mar 2020

Uncertainty surrounding the magnitude and duration of the global health crisis is driving volatility and testing liquidity across the world’s financial markets. In addition to the supply chain disruption and demand destruction resulting from the coronavirus, an additional, and also

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Adapting to a volatile environment

Adapting to a volatile environment

🕔12:42, 19.Mar 2020

We believe it makes sense to adopt a more neutral tactical view on developed market equities in such a highly uncertain and volatile environment However, we maintain a strategically pro-risk stance in the context of hugely improved relative valuations for

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Coronavirus (COVID-19) research compilation

Coronavirus (COVID-19) research compilation

🕔11:38, 19.Mar 2020

 This compilation includes all of our research to-date on the coronavirus, and will be updated continually as the pandemic continues. The high frequency charts on infection, mortality, economic and market data will be updated as data becomes available; the red

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EU & US tightened epidemic control measures markedly

EU & US tightened epidemic control measures markedly

🕔10:34, 19.Mar 2020

Overseas: COVID-19 escalated rapidly in the US and EU; total overseas confirmed cases rose to 98,161 (+16,026 cases, or +14% DoD), far surpassing that in China. 860 new cases confirmed in US on Mar 16; cumulative 4,662. New cases in

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Economic Infographic: A snapshot of the global economy in March 2020

Economic Infographic: A snapshot of the global economy in March 2020

🕔09:29, 19.Mar 2020 Read Full Article
Coronavirus Update: Our Response and Asset Class Positioning

Coronavirus Update: Our Response and Asset Class Positioning

🕔09:08, 19.Mar 2020

As a global organization, PineBridge is focused on the health and safety of our employees and servicing our client portfolios as the coronavirus (COVID-19) pandemic unfolds. We are closely monitoring developments in all regions to follow this evolving situation and

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Market overreactions may turn into opportunities for long term investors

Market overreactions may turn into opportunities for long term investors

🕔08:05, 19.Mar 2020

Key messages At the time we are writing, major losses are occurring in risk assets, with equity indexes in Europe opening down today by around -6% to -8% and volatility spiking (VIX index above 58, a level not touched since

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De Fed hield voor de 8ste keer in de voorbije 25 jaar een spoedvergadering

De Fed hield voor de 8ste keer in de voorbije 25 jaar een spoedvergadering

🕔06:59, 19.Mar 2020

De voorbije week in een notendop De Amerikaanse economie creëerde 237.000 nieuwe jobs en deed het dus beter dan de verwachte +175.000. De cijfers betreen evenwel een periode waarin nog geen geval van het coronavirus in de VS was gemeld.

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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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