The EU Recovery Fund: An Unprecedented Step, But No Panacea

The EU Recovery Fund: An Unprecedented Step, But No Panacea

🕔14:52, 3.Sep 2020

The European Union’s EUR 750 billion recovery fund is a historic move that could pave the way for fiscal integration for the bloc. The macroeconomic reforms linked to the fund will not, however, be enough to generate long‑term growth or

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Preserving “Made in China” in deglobalisation

Preserving “Made in China” in deglobalisation

🕔12:53, 3.Sep 2020

Locking in supply chains requires continued reforms and opening up After decades of rapid growth, the progress of globalisation has slowed since the global financial crisis, with its fate further complicated by rising protectionism, political interference and the COVID-19 outbreak.

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Investing in Innovation

Investing in Innovation

🕔11:08, 3.Sep 2020

Over the last decade, smartphones have revolutionized our lives in ways that go well beyond mere audio communication. In addition to Facetime video chats, texting and emailing, billions of people globally use smartphones to shop online, check the weather, hail

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Coronavirus, Gold and Asset Allocation in the analysis of August

Coronavirus, Gold and Asset Allocation in the analysis of August

🕔10:18, 3.Sep 2020

August In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a

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Outlook for Fed Policy: Near- Term, Longer- Term

Outlook for Fed Policy: Near- Term, Longer- Term

🕔10:00, 3.Sep 2020

Global Fixed Income Strategy In November 2018, the US Federal Reserve (Fed) announced that it would conduct a broad review of its monetary policy framework. The new framework will likely shape monetary policy in …

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The Next Normal -The recovery will be digital

The Next Normal -The recovery will be digital

🕔08:04, 3.Sep 2020

Welcome to the “next normal”—the new reality emerging from the ongoing COVID-19 pandemic. How will life, public health, and business continue to change? We’ve chronicled our response in a wide-ranging series of publications—more than 500 articles and counting since the

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