Why we are warming up on credit

Why we are warming up on credit

🕔19:14, 6.Apr 2020

Scott explains how the extraordinary outbreak-fighting policy action – and recent market turbulence – has changed our view on credit. We see improving outlook for credit – with unprecedented policy action to limit the coronavirus shock in place and sharply

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Eye on the Market: Man vs Nature Part II

🕔18:01, 6.Apr 2020

In this week’s note, we take a close look at country and regional virus data, and examine the pitfalls of over-extrapolating trends that often reverse. We compare the US and China versions of an “economic lockdown”, and unsurprisingly find that

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Munis hit turbulence in a flight to safety

Munis hit turbulence in a flight to safety

🕔17:07, 6.Apr 2020

Muni market tailwinds turn to headwinds Why would historically stable assets tumble amid Coronavirus fears? BlackRock’s municipal bond experts shed light on this unprecedented selloff and the outlook for munis from here.     

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Grote onzekerheid over economische impact coronavirus

Grote onzekerheid over economische impact coronavirus

🕔16:04, 6.Apr 2020

Visie op asset allocatie maart 2020 Het duurde even voordat het coronavirus echt grip kreeg op financiële markten. Maar toen de besmettingen ook buiten China toenamen ging het hard. Met 15% in een week was de daling van aandelenmarkten vrijwel

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Global Outlook – Coronavirus update

Global Outlook – Coronavirus update

🕔15:00, 6.Apr 2020

BII Global outlook Growth downshift – We see the coronavirus outbreaks and containment measures causing near-term disruption to global economic activity. This may push Japan and the euro area to the brink of a technical recession. The U.S. will likely

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Modest risk reduction, looking for entry points

Modest risk reduction, looking for entry points

🕔13:55, 6.Apr 2020

CROSS ASSET Investment Strategy Monthly A tactical move towards neutrality in risk exposure and an increase in hedging looks a good strategy to navigate volatile markets. Beyond that, coronavirus should be seen as a way to implement our investment convictions,

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Capital-efficient alternatives for Asian insurers

Capital-efficient alternatives for Asian insurers

🕔12:22, 6.Apr 2020

Capital-efficient alternatives for Asian insurers – J.P. Morgan Institutional Asset Management Skip Nav J.P.Morgan Home / Institutional Asset Management / Capital-efficient alternatives for Asian insurers Alternatives may enhance returns opportunities, improve diversification, and help insulate insurers’ balance sheets from public

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US economic and interest rate outlook

US economic and interest rate outlook

🕔11:45, 6.Apr 2020

Closing Strong The month of March brought an onslaught of news requiring a daily reassessment of risks. The signs of recession are spreading: empty roads, closed stores, cancelled flights, postponed events and idled workers. Today’s circumstances defy comparison to any

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China’s recovery

China’s recovery

🕔10:40, 6.Apr 2020

Global Matters Weekly 30 March 2020 We are living in unprecedented times, with much of the world under lockdown due to COVID-19. There are a multitude of potential outcomes resulting from the increasingly extreme global measures being taken to prevent

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The Corona crash

The Corona crash

🕔09:37, 6.Apr 2020

Multi Asset Monthly Global Strategy  Market Review The spread of the coronavirus outside China wreaked havoc on financial markets in March Risky assets suffered one of their worst monthly performances; safe assets offered only limited protection  

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Labour markets face historical challenge

Labour markets face historical challenge

🕔08:33, 6.Apr 2020

Week Ahead: Focus: Labor markets: Eurozone, Austria and the US, US labor market report March  Eurozone – trade and tourism most affected In the labor market data of large Eurozone countries published so far for the month of March, traces of

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Muni bond myths and realities

Muni bond myths and realities

🕔07:33, 6.Apr 2020

Bonds are trading, leverage isn’t bad, and widespread defaults don’t look likely Following a long, unprecedented period of stability and price appreciation, municipal bond funds experienced equally unprecedented volatility and outflows in early March as the COVID-19 pandemic, broader market

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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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