The Big Book of Trends & Thematic Investing

Robeco
By October 15, 2020 13:03

The Big Book of Trends & Thematic Investing

For hundreds of millions of people, March 2020 was a watershed. Within days, the Covid19 pandemic had triggered powerful shockwaves across the world. Entire populations were put under strict lockdown measures almost overnight. Planes were grounded; and restaurants, museums and movie theaters were shut while economic activity plummeted and tried-and-tested health care systems teetered on the verge of collapse.

In financial markets, panic took hold as never before. Global equities suffered one of the most brutal sell-offs in history, losing up to one third of their value relative to the highs seen only a few weeks before. Governments and central banks announced unprecedented …

Robeco
By October 15, 2020 13:03

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"#Global #debt was at an unprecedented level before Covid-19. With the subsequent policy response injecting #liquidity into most parts of the world economy, the debt predicament is ..." -> https://www.opiniopro.com/2020/10/columbia-threadneedle/implications-of-the-global-debt-explosion/

"The trajectory of the #dollar suspended at the American election" -> https://www.opiniopro.com/2020/10/edmond-de-rothschild/the-trajectory-of-the-dollar-suspended-at-the-american-election/ #uselection #us #currnecy #coronavirus #monetarypolicy #centralbanks

"Investing Amidst a New #Fed Policy Regime" -> https://www.opiniopro.com/2020/10/ubp/investing-amidst-a-new-fed-policy-regime/ #centralbanks #us

Stay up-to-date with the latest #investment thinking - subscribe to our #newsletter: https://mailchi.mp/f5bb9afdbede/opiniopro

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