Central Bank Watcher

Central Bank Watcher

🕔16:55, 5.May 2020

Rates in lockdown for longer  With the outbreak of the coronavirus hitting the global economy, central banks have stepped up to the plate by delivering significant amounts of easing. Official yields are now at or below zero for all developed

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How the pandemic changes our long-term asset views

How the pandemic changes our long-term asset views

🕔16:40, 5.May 2020

The coronavirus shock has triggered market turbulence over the last three months – and prompted historic policy actions globally. Does this represent a need and opportunity for long-term investors to adjust their strategic allocations – or the broad mix of

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Strategic asset views amid virus shock

Strategic asset views amid virus shock

🕔15:49, 5.May 2020

Weekly commentary  The coronavirus shock has triggered market turbulence over the last three months. Does this represent a need and opportunity for long-term investors to adjust their strategic allocations? We think so – based on price dislocations alone and when

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Czech and Serbian central bank meeting

Czech and Serbian central bank meeting

🕔14:44, 5.May 2020

CEE Market Insights  This week, the central bank meetings in Czechia and Serbia should be the key events in the region. While stability of rates is broadly expected in Serbia, the Czech National Bank is, in our view, about to

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The limits of the banking channel

The limits of the banking channel

🕔14:25, 5.May 2020

Research & Strategy Insights  Flows of new bank loans to the corporate sector reached a record high in March in the Euro area, and the European Central Bank (ECB)’s Bank Lending Survey suggests that credit institutions are planning to ease

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04 May 2020 Risks and opportunities in fixed income?

04 May 2020 Risks and opportunities in fixed income?

🕔13:19, 5.May 2020

Global Matters Weekly  Bonds, issued by both governments and corporates, will always have a significant role to play in multi-asset portfolios due to their inherent stability and reliable cash flows, which provide much needed balance for other riskier positions. However,

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Contraction > recovery > late cycle: a cycle round trip in three years

Contraction > recovery > late cycle: a cycle round trip in three years

🕔12:24, 5.May 2020

Cross Asset Investment Strategy The Covid-19 crisis is inducing a partial desynchronisation in economic cycle that is strictly linked with the epidemic in each country and/or region. However, financial markets appear overly optimistic as economies will not be switched back-on

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Index Dashboard: Europe

Index Dashboard: Europe

🕔11:11, 5.May 2020

April offered a welcome rally for global equities as the novel shock of pandemic became cruelly familiar, and markets adjusted to the new normal. The S&P Europe 350 gained 6% on the month, picking up steam in the final week

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Fed remains in crisis mode

Fed remains in crisis mode

🕔10:10, 5.May 2020

Short Note US Fed  As had been widely expected, the FOMC, the decisive body of the US Fed, left monetary policy and thus also interest rates unchanged at the meeting that ended yesterday. The latter will not change anytime soon,

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Investors bet on an Upturn

Investors bet on an Upturn

🕔08:52, 5.May 2020

Market Flash Risk appetite returned in force over the period as a number of countries unveiled plans to ease lockdown measures, encouraging investors to anticipate a gradual recovery in activity. S&P amplified the trend by maintaining Italy's rating and its

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Stoxx Monthly Index News

Stoxx Monthly Index News

🕔07:42, 5.May 2020

Stocks jumped the most in 11 years during April as monetary and fiscal stimulus prompted investors to snap up shares trading at multi-year lows amid the COVID-19 pandemic. The STOXX® Global 1800 Index surged 10.8% in dollar terms for the

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