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Tracking market implications of a pandemic

Tracking market implications of a pandemic

🕔11:39, 24.Mar 2020

As the COVID-19 coronavirus pandemic continues to shake markets, major efforts from Central Banks and governments around the world aim to curtail negative economic repercussions. Are we headed towards a recession? How are major asset classes faring? Experts from Mellon

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10-Year Capital Market Assumptions

10-Year Capital Market Assumptions

🕔13:07, 20.Mar 2020

On an annual basis, BNY Mellon Investor Solutions, LLC develops capital market return assumptions for approximately 50 asset classes around the world. The assumptions are based on a 10-year investment time horizon and are intended to guide investors in developing their

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Debating Zero Rates

Debating Zero Rates

🕔09:52, 18.Mar 2020

As the global economy grapples with the fallout from the coronavirus, markets are weighing the efficacy of emergency fed liquidity and expectations that the central bank will use its full range of tools. “The Fed’s goal in taking this action…

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Special Market Update

Special Market Update

🕔14:53, 17.Mar 2020

March 2020 

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Sell-Off Contagion Explained

Sell-Off Contagion Explained

🕔08:46, 16.Mar 2020

Aerial View The last few weeks have been remarkable. The S&P500 staged a significant correction in late February the likes of which have not been observed since August 2011. While any unexpected jolt to the stock market tests investors’ nerves,

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Tokens of Appreciation?

Tokens of Appreciation?

🕔12:04, 27.Feb 2020

Five reasons to tokenize Simpler, faster and cheaper capital raising Access to broader swath of potential investors More transparency for all parties to a transaction Instant settlement with finality and improved liquidity Potential elimination of unnecessary middlemen 

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The Aerial View

The Aerial View

🕔17:19, 24.Feb 2020

Morning Briefing Since the middle of October, Real Clear Politics' Democratic presidential nomination betting average (see chart) for Elizabeth Warren has declined from over 50% to just 23%. Meanwhile, Joe Biden’s betting average increased from just below 20% to 25%

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The 2019 Depositary Receipt

The 2019 Depositary Receipt

🕔11:08, 12.Feb 2020

INTRODUCTION Global growth is likely to be around 3% in 2020, and the balance of risks is negative. That said, compared with a bond market that is still pricing in a US recession, or something close to it, our outlook

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Election Outcomes You’re Not Watching

Election Outcomes You’re Not Watching

🕔15:07, 31.Jan 2020

There may be more risk to the markets in the next few months than is currently priced in… Yet the policy implications of a win on either side are even more dramatic than they have been in previous years. to

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What’s Priced In?

What’s Priced In?

🕔11:54, 27.Jan 2020

Points of View Equities – 2020 earnings growth estimates have held steady so far between 9–11%. This is more in line with our “Turning the Corner” scenario where  economic growth improves in 2020. Risk sentiment as measured by implied volatility remains at subdued levels largely driven by global central

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Making the case: Active allocation to Japanese equities

Making the case: Active allocation to Japanese equities

🕔17:44, 13.Jan 2020

As it continues to bounce back from a prolonged period of contraction, the Japanese economy offers an attractive opportunity set to investors, says Miyuki Kashima, Head of Japanese Equities, BNY Mellon Asset Management Japan Limited. Economic growth has seen Japan go from

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Brexit: The Home Straight

Brexit: The Home Straight

🕔18:45, 25.Nov 2019

A roadmap for the upcoming weeks projects meaningful mood swings Tentative ranges for cable: 1.10 for worst case; 1.30 for orderly exit; 1.55 for remain Ostensible inactivity between October 2 and October 14 may add more uncertainty to the process

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Brexit: The End Of The Beginning

Brexit: The End Of The Beginning

🕔07:41, 22.Nov 2019

The final departure from 10 Downing Street is the defining visual that accompanies the end of every British premiership. Whether it’s the last wave in front of the famous black door, an emotional resignation from the podium, or the tear-stained

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Aerial View Magazine: Deciphering a Repo Dislocation

Aerial View Magazine: Deciphering a Repo Dislocation

🕔12:39, 23.Oct 2019

 I f there is one thing that whips up Wall Street, it is any sort of bottle- neck in ordinarily placid short-term money markets. So in September, when getting overnight loans in exchange for US Treasuries suddenly became expensive—much sooner

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Aerial View Magazine: Deciphering a Repo Dislocation

Aerial View Magazine: Deciphering a Repo Dislocation

🕔16:33, 17.Oct 2019

I f there is one thing that whips up Wall Street, it is any sort of bottleneck in ordinarily placid short-term money markets. So in September, when getting overnight loans in exchange for US Treasuries suddenly became expensive—much sooner in

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The Separately Managed Account Opportunity for ADR Issuers

The Separately Managed Account Opportunity for ADR Issuers

🕔17:38, 6.Aug 2019

Executive Summary While flows into Exchange-Traded Funds (ETFs) and mutual funds tend to get headlines, an area demonstrating consistent growth is the Managed Account Industry. This industry now represents almost $2 trillion in assets under management (AUM) in the United

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Central Banks are Under Assault

Central Banks are Under Assault

🕔18:51, 31.Jul 2019

Aerial View Magazine Conventional wisdom, supported by nearly a century of economic history, indicates that independent control over monetary policy—insulated from the direct interference and control of political leaders—delivers better economic outcomes. Recently, however, that independence has been threatened, as

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Brexit and ETF Migration Countdown to March 2021

Brexit and ETF Migration Countdown to March 2021

🕔12:50, 29.Jul 2019

The value of ETFs issued globally was almost €5 trillion at the end of 2018—making them one of the greatest success stories in the investment world in recent decades. Although the US still dominates the ETF market, 15% of global

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Aerial View Magazine: Sponsored Repos are Surging

Aerial View Magazine: Sponsored Repos are Surging

🕔16:50, 23.Jul 2019

Post-crisis leverage rules have constrained overnight lending in the critical market for shortterm loans called repurchase agreements or “repos” but banks and others have been developing solutions to help minimize the impact. As a result of the rules, many banks

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The Challenges of Losing Libor

The Challenges of Losing Libor

🕔09:38, 19.Jul 2019

W ithin three years’ time, an inter- est-rate bench – mark that became infamous in the aftermath of the global financial crisis could disappear from the markets for good. Replacing the London Interbank Offered Rate or “LIBOR” has become a

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Crypto’s Next Act

Crypto’s Next Act

🕔07:00, 9.Jul 2019

“We’re seeing the convergence of investor demand for digital assets alongside regulatory certainty, which we believe is being driven by the advent of more infrastructure to support access and trust in this market.” Plagued by exchange hacks, fraud, lost keys

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Aerial View Magazine: Shaken, Not Stirred

Aerial View Magazine: Shaken, Not Stirred

🕔07:00, 2.Jul 2019

New Rules That Reshaped the European money market fund universe this spring have barely dented investor appetite for the EUR1.3 trillion industry, and in fact could increase its size as firms look to diversify away from bank deposits, some industry

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Intrigue and Trade

Intrigue and Trade

🕔19:02, 26.Jun 2019

An economic forecast rests on a foundation of assumptions about politics. They are assumptions, not expectations, because politics is not an area where economists have a discernible edge. Recent trade news, the US federal budget, national security, and election results

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Shifting sands

Shifting sands

🕔13:03, 23.Jan 2019

Inflation, trade wars and euro debt are among the potential headwinds for the world’s economy in 2019, but that doesn’t mean the overall global picture is necessarily a negative one. If 2017 was the year of synchronized global growth, 2018 was

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Vantage Point 2019 Outlook

Vantage Point 2019 Outlook

🕔14:04, 18.Jan 2019

Navigating Fearful Markets Our central economic scenario is relatively benign. We see a modest slowdown in global growth in 2019, with limited inflationary pressure. The implication is that interest rates rise only gradually in the U.S. and not at all in

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Twitter

USD: No sustained trend visible -> https://www.opiniopro.com/2020/04/erste-group/usd-no-sustained-trend-visible/ #currency #fx #interestrates via @ErsteGroup

Tackling The ‘Unknown Unknowns’: How Active Managers Manage Unforeseen Risks -> https://www.opiniopro.com/2020/04/columbia-threadneedle/tackling-the-unknown-unknowns-how-active-managers-manage-unforeseen-risks/ #active #passive #COVID19 #fundmanager #ETFs #behavioural via @CTinvest_EMEA @CTInvest_US

Policy Tries To Keep Pace With The Pandemic -> https://www.opiniopro.com/2020/04/northern-trust/policy-tries-to-keep-pace-with-the-pandemic/ #CoronaCrisis #COVID19 #EmergingMarkets #debt via @NorthernTrust @NTInvest

Which financial assets are well positioned and which ones are at risk as policy-makers brace for major COVID-19-induced demand shocks? Find out more in this piece.

‘Whatever it takes’: Fiscal Edition -> https://opiniopro.com/2020/03/ubp/whatever-it-takes-fiscal-edition/ #CentralBanks #china #coronavirus #credit #crisis #ECB #fiscalpolicy #fomc #COVID19 via
@UBP_Group

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