The emergence of Covid-19 has destabilised stock markets the world over

The emergence of Covid-19 has destabilised stock markets the world over

🕔16:47, 21.May 2020

The good-news stories and optimism of three months ago have been consigned to the bin, as the virus, lockdowns and economic bailouts take centre stage  The emergence of Covid-19 has destabilised stock markets the world over. Since China alerted the

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Market dislocation creating long-term opportunities

Market dislocation creating long-term opportunities

🕔15:50, 21.May 2020

Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant negative effects on the economic outlook for EM this year, leading many countries into recession. However,

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Global Asset Allocation: The View From Emea

Global Asset Allocation: The View From Emea

🕔14:41, 21.May 2020

Trying to put a price on the stock market in the current environment is extremely challenging. The velocity of the market decline and subsequent recovery are unparalleled, with day‑to‑day price swings that can look more like returns for a full

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Allocation views

Allocation views

🕔14:19, 21.May 2020

Hold the course As the world adjusts to life with the specter of COVID-19, it is increasingly clear that much has changed. We have become used to social distancing and unimaginably weak economic data. However, although we have become familiar

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EZ: crisis does not hit all countries equally hard

EZ: crisis does not hit all countries equally hard

🕔13:16, 21.May 2020

The GDP data of the EU countries for 1Q developed very differently. Interestingly, there is no clear correlation between the duration of the quarantine measures taken and the economic damage caused. It is noticeable that countries such as Austria, Germany,

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Economies begin to emerge

Economies begin to emerge

🕔12:11, 21.May 2020

As larger economies move from peak lockdown to gradual re-opening, each region exhibits its own risks to the broader recovery. The US appears to be gambling on a trade-off between easing restrictions relatively early and the chances of a second

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Economies begin to emerge

Economies begin to emerge

🕔11:06, 21.May 2020

A very specific characteristic of the current recession is that, at least in advanced economies, income – massively protected by fiscal policy – is falling much less than consumption. This is generating a very significant saving overhang. This is reflected

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Janus Henderson Global Dividend Index Edition 26 May 2020

Janus Henderson Global Dividend Index Edition 26 May 2020

🕔10:00, 21.May 2020

Almost no pandemic impact on Q1 dividends, which rose 3.6% to a Q1 record of $275.4bn Underlying growth was 4.3%, in line with our forecast • Canada and US broke all-time quarterly records Q1 seasonally skewed to North America, so

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Scenarios for Recovery Shapes and U.S. Interest Rates

Scenarios for Recovery Shapes and U.S. Interest Rates

🕔08:57, 21.May 2020

 We believe the shape of a global recovery will largely depend on two non-economic factors—the future trajectory of the virus and the psychology of consumers in terms of when they might feel safe to resume near-normal activity. We place a

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"Is the #dollar’s stumble a sign of things to come?" -> https://www.opiniopro.com/2020/12/capital-group/is-the-dollars-stumble-a-sign-of-things-to-come/ by @CapitalGroup #usdollar #us #currency

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#Webinar 14 December @CapitalGroup -> "#2021 #Outlook: Turning points on the road to #recovery": https://www.opiniopro.com/event/capital-group-webinar-2021-outlook-turning-points-on-the-road-to-recovery/

https://www.nordea.lu/en/professional/nordea-asset-management-launches-an-esg-strategy-to-address-social-empowerment/
We are pleased to announce the launch of our new #ESG thematic solution:
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Can green and ethical investing help us build back better in a post-pandemic world? Find out in this @raconteur article written by @SustMeme.

It carries insights from a range of market perspectives and leading contributors with expertise in both sustainability and investment.

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