Indices Push Higher

Indices Push Higher

🕔14:51, 1.Sep 2020

Market Flash US equities broke fresh records as new Coronavirus cases fell sharply and the overall sanitary situation improved. The contrast was strong with Europe where there was a surge in new cases even if the number of people on

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Pushing with a longer string

Pushing with a longer string

🕔12:59, 1.Sep 2020

The bad news on the pandemic front in Europe are offset to some extent by the recent experience on the other side of the Atlantic. There, in the late spring hotspots, the propagation of the virus has been curbed again

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Is China over-investing?

Is China over-investing?

🕔11:05, 1.Sep 2020

Uncommon truths  China is often accused of over-investing and its capital productivity has fallen. However, marginal efficiency of capital is positive and return on equity is in the middle of the developed comparator range. We recently wrote that China’s economy

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Downgrades, defaults and dispersion: Covid and credit

Downgrades, defaults and dispersion: Covid and credit

🕔09:58, 1.Sep 2020

Markets reacted violently as global economies adopted shelter-in-place policies to combat the spread of Covid-19 earlier this year. Corporate bond credit spreads (or risk premiums), driven by heightened uncertainty and revenue pressure, widened dramatically to reflect the increased risk …

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Fleeting Alpha Scorecard: The Challenge of Consistent Outperformance

Fleeting Alpha Scorecard: The Challenge of Consistent Outperformance

🕔07:44, 1.Sep 2020

The Fleeting Alpha Scorecard is a semiannual report showing how well outperforming mutual funds from one three-year period continue to outperform thereafter. It combines …

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Featured Events & Webinars

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

    October 7 @ 10:00 - 10:30

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"How #corporate #governance factors can influence #financial #performance" -> https://www.opiniopro.com/2020/09/opiniopro-selection/how-corporate-governance-factors-can-influence-financial-performance/

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