Did Globalization Kill Contagion?

Did Globalization Kill Contagion?

🕔16:59, 14.May 2020

Does financial globalization lead to contagion? We scrutinize linkages between international stock markets in a long historical perspective (1880-2014). Our results highlight that without globalization, contagion cannot exist. However, if cross-market correlations are very high, globalization kills contagion. We show

Read Full Article
Macro briefing: Will the ECB be stopped from any further QE?

Macro briefing: Will the ECB be stopped from any further QE?

🕔16:05, 14.May 2020

The court ordered the German government to ensure the ECB carried out a “proportionality assessment” of its vast purchases of government bonds. Whilst the ECB should be successful in proving that its purchase scheme was necessary and “proportional”, further expansion

Read Full Article
China A-shares: the investment themes as the crisis fades

China A-shares: the investment themes as the crisis fades

🕔15:10, 14.May 2020

China A-shares fund manager Jack Lee looks at some of the main investment themes he’s focusing on, in a market that has been remarkably resilient this year.  So far this year, China’s A-share market has been relatively resilient, holding up

Read Full Article
US Municipal bond market recap and outlook

US Municipal bond market recap and outlook

🕔14:17, 14.May 2020

Highlights Municipal bond prices fell during March, resulting in negative returns for the first quarter, on fears about potential economic fallout of a global pandemic. Municipals significantly underperformed US Treasuries, as Treasury yields dropped to record levels and municipal bonds

Read Full Article
Asia supply chains: a potential shock to growth

Asia supply chains: a potential shock to growth

🕔12:36, 14.May 2020

Small, open economies such as Singapore, Vietnam and Malaysia are the most exposed to final demand from the US, Europe and China. This makes them the most vulnerable to the coronavirus growth interruption. Thailand and Hong Kong have the largest

Read Full Article
COVID-19: How a new breed of bonds can help finance the fight

COVID-19: How a new breed of bonds can help finance the fight

🕔11:37, 14.May 2020

The battle against the COVID-19 pandemic will incur a huge cost to the global economy. We anticipate healthcare systems, governments, financial institutions and companies will need hundreds of billions dollars to cope with and recover from the crisis. According to

Read Full Article
A Q1 Earning Season Like No Other

A Q1 Earning Season Like No Other

🕔10:41, 14.May 2020

Two thirds of the S&P 500 companies have now reported. Earnings are expected to settle at -14% in Q1 y/y, with the steepest drops in the consumer discretionary, financial, industrial, base material, and energy sectors. Revenues would grow only +0.5%

Read Full Article
Aandelen zijn erg duur geworden op basis van de verwachte bedrijfswinsten

Aandelen zijn erg duur geworden op basis van de verwachte bedrijfswinsten

🕔09:46, 14.May 2020

De aandelenmarkten hebben sinds het dieptepunt in maart indrukwekkend herstel getoond, ondanks dat de economie zich in een zware recessie bevindt. Beleggers zien zich gesteund door de enorme steunpakketten van centrale banken en overheden en prijzen een V-vormig herstel van

Read Full Article
Barometer, investment outlook mei

Barometer, investment outlook mei

🕔08:51, 14.May 2020

Barometer: Een niet overtuigende rally Aandelen en bedrijfsobligaties laten terug van zich horen na de inzinking. Maar zelfgenoegzaamheid dreigt. Nu het aantal nieuwe gevallen van het coronavirus schijnbaar een hoogtepunt bereikt, en sommige landen in Azië en de eurozone hun

Read Full Article
Keep Calm and Carry On

Keep Calm and Carry On

🕔08:04, 14.May 2020

Insights – Global Macro Trends Every crisis has its human element, and how everyone responds to the problem at hand is usually what is most remembered. In 1939, on the verge of World War II, for example, the British government

Read Full Article

Search

Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

Twitter

"#Dollar Weakness Helps #Gold To All-Time Highs" -> https://www.opiniopro.com/2020/09/vaneck/dollar-weakness-helps-gold-to-all-time-highs-2/ #us

"As the world starts to look beyond #crisis management and focus returns to non-coronavirus-related objectives, improved regulation could become ..." -> https://www.opiniopro.com/2020/09/blue-bay-asset-management/whats-the-impact-of-covid-19-on-esg-investing/ #coronavirus #esg

"The Federal Reserve's recent Jackson Hole Symposium has renewed attention on #inflation in light of the unprecedented #global #fiscal and #monetarypolicy response to the COVID-19 pandemic" -> https://www.opiniopro.com/2020/09/opiniopro-selection/real-estates-role-as-an-inflation-hedge-in-a-post-covid-world/ #coronavirus

"Al decennialang neemt de levensverwachting toe, zowel in #Nederland als in de ons omringende landen. Dit heeft grote impact op de samenleving. Voor #pensioenfondsen en ..." -> https://www.opiniopro.com/2020/09/expertbibliotheek/prognose-tafel-ag-2020/

Load More...

Search on date

May 2020
M T W T F S S
 123
45678910
11121314151617
18192021222324
25262728293031