Economic and Political Backdrop

Economic and Political Backdrop

🕔16:52, 12.May 2020

Weekly Market Recap Last week brought a host of data showing an unprecedented contraction in economic activity, but investors seemed to take hope that the economy was bottoming. On Tuesday, several gauges showed a record contraction in both manufacturing and

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The ECB Survey of Professional Forecasters

The ECB Survey of Professional Forecasters

🕔15:50, 12.May 2020

The results of Q2 2020 ECB Survey of Professional Forecasters (SPF) have to be seen in the context of the outbreak of the coronavirus (COVID-19) pandemic and subsequent mitigation measures. 1 Expectations for euro area inflation, growth and unemployment were

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DWS Long View: The impact of COVID-19 pandemic on long-term return forecasts

DWS Long View: The impact of COVID-19 pandemic on long-term return forecasts

🕔14:42, 12.May 2020

Entering 2020, the long-run return forecasts across asset classes left something to be desired. The rich valuations meant that investors could only expect low returns from most asset classes going forward. A lot has changed with the …

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1QGDP growth in the region

1QGDP growth in the region

🕔13:38, 12.May 2020

CEE Market Insights Due Friday, economic growth in the first quarter in Czechia, Hungary, Poland, Romania and Slovakia will be the highlight of the week. Czechia and Slovakia are expected to contract 3.1% y/y and 3.9% y/y, respectively. Hungary, Poland

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Technical solutions exist but the conflict is about principles

Technical solutions exist but the conflict is about principles

🕔13:17, 12.May 2020

Research & Strategy Insights Most continental European countries have by now relaxed the conditions of their lockdown to some extent or are about to do so. We continue to expect a much better second half of 2020, but we are

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Size Matters

Size Matters

🕔12:11, 12.May 2020

Global Matters Weekly There’s no two ways about it: size matters. We live in a society that admires big – The Angel of the North, the Great Wall – yet we also revere the precision of small – the microprocessor,

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Policy Progress

Policy Progress

🕔11:13, 12.May 2020

Investment Perspective Risk markets have rallied strongly since the fourth week of March, reflecting a collision of positive policy developments and bearish investor sentiment. After a one-month decline of 34% in the S&P 500, we have experienced a snap-back rally

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Identifying tomorrow’s world cities

Identifying tomorrow’s world cities

🕔10:09, 12.May 2020

Think global  According to the United Nations, more than half of the world’s population already lives in urban areas, a percentage predicted to rise to 68% by 2050. The story of the past century has been one of dramatic population

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A downturn unlike any other?

A downturn unlike any other?

🕔08:57, 12.May 2020

Quarterly CIO View Around the globe, the rapidly spreading Coronavirus has created unprecedented political, public-health and economic crises. Not that you would necessarily know, if you had fallen asleep in mid-February and were only now checking …

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Op weg naar een gezonde samenleving: wie gaat dat betalen?

Op weg naar een gezonde samenleving: wie gaat dat betalen?

🕔07:52, 12.May 2020

ACTIAM Perspective In Nederland begint de kritiek op de steunmaatregelen en de lockdown toe te nemen. Een teken dat de ergste coronaschok achter de rug is. We gaan ons weer druk maken over andere zaken. Over hoe bedrijven gered moeten

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