Safe havens and QE in this week’s Top Five

By May 23, 2020 10:54

Safe havens and QE in this week’s Top Five


A variety of publications in this week’s Top Five, please see below the best read publications:

On the fifth place, Blackrock‘s Weekly Commentary “Europe bond outlook under review“:

A decision by the German constitutional court last week could potentially undermine the independence of the European Central Bank (ECB) – and threaten to fuel fragmentation within the euro area in the long run.

Including their weekly chart:

Neuberger Berman‘s “Asset Allocation Committee Outlook 2Q20” made it fourth place in ranking. They show their Market Views, based on 12-month outlook for each asset class, and for example discuss COVID-19 and its implications on the economy, the markets and asset allocation.

The “Macro briefing: Will the ECB be stopped from any further QE?” by Fidelity is third:

A ruling by Germany’s constitutional court questioning the legality of the European Central Bank’s (ECB) monetary policy poses long-term risks to the central bank’s flexibility. With self-imposed constraints such as capital keys and issuer limits now less likely to be loosened further, the ECB’s firepower could potentially be severely reduced.

Carmignac published a Flash Note called “Sustainable Investing, the New ‘Safe Haven‘, that has the second place this week:

e learns to adapt to – and define – the ‘new normal’, there is a strong case to suggest sustainable funds offer potential.

First place is for J.P. Morgan with their Portfolio Insights “Multi-Asset Solutions Weekly Strategy Report“:

How does today’s crisis compare in this historical context? Given the swiftness of the COVID-19 shock to economies and markets, the GFC seems the closest parallel. As societies around the world have gone into lockdown, business activity has collapsed along with equity earnings forecasts (Exhibit 1)


This was OpinioPro‘s Top Five Best Read of week #21. We post new research every working day. Do you want to receive our newsletter to stay up-to-date on the latest investment research? Please sign up here. And don’t forget to check out our Events Calendar!

By May 23, 2020 10:54



Check out our events calendar, with a lot of interesting #webinars! #research #HomeOffice

The #coronavirus crisis has highlighted the market’s belief in the long-term potential of listed market champions of sustainability. Our expert #Rupert_Welchman says more in The Good Investment Review by @goodmoneygirl.

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Diversificatie loont! Maar zoals @arjenlubach zich zo mooi kan afvragen: #hoedan?

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Zie verschil tussen @DNB_NL data van #pensioenfondsen en Global Market Portfolio #assetallocation -> via @AlphaResearchNL

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May 2020