2020 ESG Distribution Study

2020 ESG Distribution Study

🕔14:53, 6.Oct 2020

As we write, the world at large is picking its way carefully through the aftermath of COVID-19, a crisis borne of many mothers, but one which can unquestionably be traced back to environmental and social factors. Businesses are beginning to

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Global Macro Policy Quarterly

Global Macro Policy Quarterly

🕔13:05, 6.Oct 2020

The Big Picture – Economics vs. Health trade-offs still dominate with big divergences  Historically unprecedented times. We are through another quarter battling Covid-19 with optimism around vaccine releases tempered by high global case incidences led by India, Brazil, and the US.

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Contraction > recovery > late cycle

Contraction > recovery > late cycle

🕔11:07, 6.Oct 2020

CROSS ASSET Investment Strategy Monthly #10 October 2020 Investors have been dealing with rising volatility in equities and initial signs of a fall in the extreme market complacency over the last few months. This is leading to some key divergences

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Weekly Market Recap – 5 October 2020

Weekly Market Recap – 5 October 2020

🕔09:13, 6.Oct 2020

Multi-Asset Solutions EMEA Summary for the week ending on Friday, 2 October  The political environment seemed to play a large role in driving sentiment last week. Investors kept a close eye on conflicting signals on stimulus negotiations between Treasury Secretary

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Het inflatievraagstuk en de overgang naar het post-covid tijdperk

Het inflatievraagstuk en de overgang naar het post-covid tijdperk

🕔08:04, 6.Oct 2020

Al drukt de covid-19 pandemie de economische groei en inflatieverwachtingen, centrale banken en overheden zetten hier steeds verdergaande stimuleringsmaatregelen tegenover. In combinatie met trends als deglobalisering, kan dit een structurele kanteling in gang zetten die de inflatie juist op een

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