How a global pandemic could accelerate the ESG imperative

How a global pandemic could accelerate the ESG imperative

🕔22:11, 2.Apr 2020

The coronavirus crisis will change the world in many ways. Tony DeSpirito discusses its potential impact on ESG investing and how it may hasten an important trend for active investors. The COVID-19 pandemic has been extraordinary in countless ways. Beyond

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Emerging markets debt: Determinants of sovereign bond quality and returns

Emerging markets debt: Determinants of sovereign bond quality and returns

🕔14:37, 2.Apr 2020

Introduction The triumph of free markets following the collapse of command economies from 1989 to 1991 made clear which economic system produced superior socioeconomic outcomes – at least, so far as the outcomes could be observed anecdotally. By the 1990s,

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Fixed Income Market Update

Fixed Income Market Update

🕔13:28, 2.Apr 2020

Time to own durable yield for the Zero Interest Rate world ahead Going forward, fundamentals are likely to be defined by a sharp global recession followed by a stubbornly low growth world coupled with the odd bedfellows of high debt

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The corona shock in commodity prices

The corona shock in commodity prices

🕔13:05, 2.Apr 2020

Sharp sell-off in the CRB index and still more to come Demand shock builds on existing supply glut  The desired gold position?   

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US Senate approved US fiscal package

US Senate approved US fiscal package

🕔12:05, 2.Apr 2020

We expect that investors will require evidence that case growth is “under control” before a sustainable recovery in risk appetite can take hold. In the short-term, a cautious investment strategy remains warranted However, highly attractive valuations for risky asset classes

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USD: No sustained trend visible

USD: No sustained trend visible

🕔11:00, 2.Apr 2020

US dollar, Japanese yen, Swiss franc  The EURUSD is currently extremely volatile. While the euro was able to make significant gains for the time being due to the sharply reduced interest rate differential between the US and the Eurozone, a

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Tackling The ‘Unknown Unknowns’: How Active Managers Manage Unforeseen Risks

Tackling The ‘Unknown Unknowns’: How Active Managers Manage Unforeseen Risks

🕔09:46, 2.Apr 2020

Active managers are better positioned than passive managers to guard against and react to unforeseen risks, such as the Covid-19 crisis During the financial crisis this flexibility helped active managers to outperform Those active managers who can recognise and control

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Policy Tries To Keep Pace With The Pandemic

Policy Tries To Keep Pace With The Pandemic

🕔08:45, 2.Apr 2020

Some of the conversations I’ve shared recently about the economy are also laced with sheer panic. Markets have been volatile, and the data are setting the wrong kinds of records. I’ve tried to counsel patience and perspective, but the only

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Governments And Central Banks, Helping Largely

Governments And Central Banks, Helping Largely

🕔07:40, 2.Apr 2020

The stimulus measures being passed in response to the coronavirus pandemic are unprecedented. However, a recession seems inevitable. Who will ultimately have to bear the costs?  The scale and pace of fiscal- and monetary-stimulus measures to support the economy are

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Recession 2020— Deep but Short

Recession 2020— Deep but Short

🕔06:33, 2.Apr 2020

KEY INSIGHTS I’m anticipating a contraction in economic activity over the first two quarters of 2020 that roughly matches the longer decline over the financial crisis.  When shuttered industries and shut‑in workers can start the transition back to normal life—probably

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We Can’t Go Home Again

We Can’t Go Home Again

🕔05:36, 2.Apr 2020

Markets continue to be dominated by COVID-19. In the early weeks of March, Imperial College’s initial projections of huge numbers of deaths if intensive care units (ICUs) were to overflow coincided with grim news out of Italy, where such scenarios

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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

The #coronavirus crisis has highlighted the market’s belief in the long-term potential of listed market champions of sustainability. Our expert #Rupert_Welchman says more in The Good Investment Review by @goodmoneygirl.

Billions, Trillions, or Quadrillions?

All of the World’s Money and Markets...

Top the list?

#Derivatives!! ( estimated at $1 quadrillion)
-> https://www.visualcapitalist.com/all-of-the-worlds-money-and-markets-in-one-visualization-2020/

via @VisualCap

Diversificatie loont! Maar zoals @arjenlubach zich zo mooi kan afvragen: #hoedan?

De #GlobalMarketPortfolio is een mooi startpunt!

Zie verschil tussen @DNB_NL data van #pensioenfondsen en Global Market Portfolio #assetallocation -> https://www.alpharesearch.nl/2020/global-market-portfolio-is-iedereen-de-baas/ via @AlphaResearchNL

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