What do the unprecedented monetary and fiscal measures mean for inflation?

What do the unprecedented monetary and fiscal measures mean for inflation?

🕔16:21, 9.Feb 2021

As the largest vaccination programme in history commences, risk markets appear to be ignoring the logistical challenges or near-term downside growth risks from tighter lockdowns imposed after infection rates in Northern Hemisphere countries soared over the winter. With the S&P at or close to all-time highs and many …

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The Risk Rally Will Likely Continue, but It Is Vulnerable

The Risk Rally Will Likely Continue, but It Is Vulnerable

🕔15:09, 9.Feb 2021

Since the U.S. elections, asset prices have risen steadily higher. Can the risk rally continue? I believe it can as it is underpinned by three powerful drivers. However, there are also three looming risks that could undermine it.

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Commercial Real Estate Prospects Post COVID-19

Commercial Real Estate Prospects Post COVID-19

🕔13:15, 9.Feb 2021

The retail and hotel property sectors are bearing the brunt of the Covid disruption: weaker businesses are shuttering, vacancy rates are surging, rent collections are shrinking, property values are dropping, and commercial mortgage delinquencies are rising. Investors in these sectors are struggling to find a …

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Addressing bias in artificial intelligence

Addressing bias in artificial intelligence

🕔12:59, 9.Feb 2021

Artificial intelligence (AI) has great potential, but care needs to be taken to ensure it doesn’t continue to propagate inherent biases that exist in society and hamper the achievement of diversity and inclusion goals.[1]

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Twitter

"Has the tide finally turned for #emergingmarkets #equities after a decade of trailing #US markets? It’s a question we often hear." 5 reasons why EM equities could power ahead in #2021 by @CapitalGroup -> https://www.opiniopro.com/2021/02/capital-group/5-reasons-why-em-equities-could-power-ahead-in-2021/

The underperformance of Value vs. Growth stocks explained

From the winter edition of our VBA Journaal, written by Jeroen Kakebeeke RBA, Investment Risk Manager at PGGM
#valueinvesting #growthinvesting

https://nieuws.cfavba.nl/publicaties/the-underperformance-of-value-vs-growth-stocks-explained/4a37e54d-5361-11eb-8a1e-005056b303d3

Reflation, Flation, What’s Your Nation? https://www.etftrends.com/model-portfolio-channel/reflation-flation-whats-your-nation/ #ETF #tracker

Not many places to hide last week, but #cyclical sectors held up relatively well amidst the backup in rates.

#financials
#industrials
#energy

@FactSet data

#MoneyMarketFunds that lend to #PrivateSector borrowers experienced large withdrawals during the financial stress of March 2020, but cumulative outflows differed considerably across funds https://www.bis.org/publ/qtrpdf/r_qt2103b.htm

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