The Family 1000: Post the pandemic

The Family 1000: Post the pandemic

🕔15:06, 16.Oct 2020

Research Institute  As a financial institution, Credit Suisse has long established itself as the bank of the entrepreneur, in turn supporting the innovation and wealth creation such activity typically brings. In its series of studies, and by establishing the unique

Read Full Article
U.S. election through a sectoral lens

U.S. election through a sectoral lens

🕔14:57, 16.Oct 2020

Weekly commentary The potential outcomes of the November U.S. election could have starkly different policy ramifications, as we argued last week. What will this mean for equity markets? We believe simplistic narratives about the overall market direction are best avoided

Read Full Article
Responsible investment adds to research intensity

Responsible investment adds to research intensity

🕔14:51, 16.Oct 2020

At Columbia Threadneedle Investments we believe in Research Intensity, combining views from all parts of the firm to increase our research insights. We achieve this through close collaboration between our equities, credit and data science teams, as well as regional

Read Full Article
What the US election means for markets … and what it doesn’t!

What the US election means for markets … and what it doesn’t!

🕔14:50, 16.Oct 2020

Markets | October 2020  While every US presidential election is contentious, this year’s race seems especially divisive. Partisanship is extreme, and the difference between Donald Trump and Joe Biden in approach, personality and behaviour is stark. The charged rhetoric may

Read Full Article
The Seasons of the True Size Anomaly

The Seasons of the True Size Anomaly

🕔14:48, 16.Oct 2020

An EDHEC-Risk Institute Working Paper  This paper employs a robust portfolio sorting procedure to factor size characteristics into returns. The US size anomaly boils then down to a pure seasonal effect, fully supporting the “tax-loss-selling” hypothesis. We build a long-short

Read Full Article
The Next Normal -The recovery will be digital

The Next Normal -The recovery will be digital

🕔14:48, 16.Oct 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

Read Full Article
The Weekly Brief

The Weekly Brief

🕔14:37, 16.Oct 2020

In the final quarter of this year, investors are likely to learn the answers to three pivotal questions for markets. First, we are likely to hear the results of vaccine trials. Second, we will learn the results of the US

Read Full Article
Policy hurdles, political dilemmas

Policy hurdles, political dilemmas

🕔12:54, 16.Oct 2020

After some U-turns from the US President and although discussions are continuing, no deal has been found on a new fiscal stimulus package. The Fed has been very explicit on the necessity of a timely and comprehensive additional budgetary push

Read Full Article

Search

Twitter

Stay up to date with the latest #investment thinking by subscribing to our #Newsletter:
https://mailchi.mp/f5bb9afdbede/opiniopro

"Growth is dependent on ongoing stimulus" -> https://www.opiniopro.com/2020/10/franklin-templeton/growth-is-dependent-on-ongoing-stimulus/ #assetallocation #coronavirus #growth #stimulus

"What the #USelection means for markets … and what it doesn’t!" -> https://www.opiniopro.com/2020/10/columbia-threadneedle/what-the-us-election-means-for-markets-and-what-it-doesnt/ via @CTinvest_EMEA

"#Sector Compass #USElection: Weighing the Impact on Sectors" -> https://www.opiniopro.com/2020/10/state-street-global-advisors/sector-compass-us-election-weighing-the-impact-on-sectors/

Load More...

Search on date

October 2020
M T W T F S S
 1234
567891011
12131415161718
19202122232425
262728293031