Emergency fiscal programs: no choice but to increase the (monetized) deficits

Emergency fiscal programs: no choice but to increase the (monetized) deficits

🕔17:15, 20.May 2020

The essential The large fiscal packages announced by governments to counter the virus crisis aim, so far, at stabilization more than stimulus. In addition to funding the emergency response to the virus situation itself, these packages intend to prevent a

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Monthly Market Monitor | May 2020

Monthly Market Monitor | May 2020

🕔16:11, 20.May 2020

Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in

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Fixed Income Monthly

Fixed Income Monthly

🕔15:09, 20.May 2020

The Covid-19 pandemic remains the only real theme driving markets, as investors look for clues as to what the ultimate impact of the crisis will be on economic growth, industrial sectors and asset prices. The jury is still out, with

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Emerging market equities: Short-term pain, long-term gain?

Emerging market equities: Short-term pain, long-term gain?

🕔14:00, 20.May 2020

Key points  Emerging markets are not homogenous. Taking a bottom-up, idiosyncratic approach can help identify investment opportunities regardless of where companies are based or macroeconomic conditions. In times of heightened volatility, a patient approach and an extended time horizon can

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Digging deeper into emerging market debt

Digging deeper into emerging market debt

🕔12:55, 20.May 2020

Investment Insights – Q&A In this Q&A, Capital Group fixed income investment director James Blair discusses the characteristics of emerging market debt, how investors could approach investing in the asset class and the US Federal Reserve (Fed)’s policy response to

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Why now for US Short Duration High Yield Bonds?

Why now for US Short Duration High Yield Bonds?

🕔11:48, 20.May 2020

Strategy update The volatility of recent months pushed credit spreads well wide of historic norms, peaking around mid-march at levels last seen during the 2008/2009 Credit Crisis. In the face of this market turmoil, the broad US high yield market

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Emerging markets under COVID-19

Emerging markets under COVID-19

🕔10:44, 20.May 2020

Developing nations face multiple shocks with uneven ammunition To date, emerging markets appear to have coped relatively well with the pandemic, with fears of a largescale humanitarian crisis so far misplaced. However, Iran, Russia and Turkey remain hot spots. Multiple

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The future of the health care sector – the analyst view

The future of the health care sector – the analyst view

🕔09:40, 20.May 2020

Investment Insights SARS-nCoV2, the novel virus that causes the COVID-19 disease, is a novel pathogen that’s never before seen in humans. We have so far seen over 3.6 million known cases worldwide, with over 258,000 deaths. It is a highly

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Post the Oil-Price Inflection

Post the Oil-Price Inflection

🕔09:20, 20.May 2020

CIO Commodity Commentary Oil is again trading near its five-week high, with a West Texas Intermediate (WTI) price of around 29.5 dollars per barrel – a bit higher than half its end-February level. After April's rollercoaster …

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Upholding our equity views

Upholding our equity views

🕔08:13, 20.May 2020

Weekly commentary Global stocks have recovered more than half of the selloff triggered by the coronavirus pandemic since late March – alongside a sharp contraction in economic activity and corporate earnings. We see the unprecedented policy …

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