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How a virus may speed up the energy transition

How a virus may speed up the energy transition

🕔14:59, 9.Jul 2020

What the last few months taught us about winners, losers and survivors in European electricity markets.  The Covid-19 pandemic already looks set to cause the biggest drop in global energy demand in modern history in 2020.  Especially in Europe, the

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Passive Investing 2020 – Addressing climate change in investment portfolios

Passive Investing 2020 – Addressing climate change in investment portfolios

🕔08:04, 3.Jul 2020

This 2020 global survey is part of an annual research programme by DWS and CREATEResearch. It is designed to highlight the forward trends in passive investing. This year’s survey looks at how pension investors are using passive funds to deal

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Almost back to normal

Almost back to normal

🕔09:22, 23.Jun 2020

The world is going through its most severe recession since the Second World War. Unemployment and short-time working1 are at record levels in many countries, rating agencies are lowering their ratings at record …

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Optimism Overdone

Optimism Overdone

🕔15:33, 19.Jun 2020

We are cautious about the oil price after its rapid recovery. A weaker dollar, low real interest rates and higher inflation expectations are likely to support gold. We reaffirm our belief that China will meet the requirements of the phase-one

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At a turning point

At a turning point

🕔13:21, 18.Jun 2020

Five months into the Covid pandemic, there are signs of improvements. The risk of setbacks remains high, however.  Globally, infection rates remain worryingly high. In developed markets, a resurgence in outbreaks appears likely. Despite recent progress in containing Covid-19, the

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Back to normal. But what is normal?

Back to normal. But what is normal?

🕔12:58, 15.Jun 2020

The record market slide has been followed by record-breaking stimulus – and a superfast rally. The economy is yet to follow.   Coronavirus and its repercussions continue to dominate people's lives, the economy and stock markets. The calming in continental Europe's

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Green, healthy buildings as economic stimulus

Green, healthy buildings as economic stimulus

🕔13:24, 9.Jun 2020

EU policy recommendations on starting a paradigm shift We welcome the EU’s intention to ‘Rebuild Europe’ by accelerating gren building renovation1 to support economic recovery, to support our health2 , to reduce carbon emissions and improve energy security.  

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Layers of Uncertainty

Layers of Uncertainty

🕔15:13, 25.May 2020

US Economic Outlook As an economist one has to live with uncertainty. Perhaps, that is why many economists have fallen in love with statistics and mathematics, as they promise at least some clarity. And, depending …

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Ready or not, normal here we come: but hard to find for many

Ready or not, normal here we come: but hard to find for many

🕔12:00, 25.May 2020

Americas CIO View The severe economic damage of widespread non-essential activity lockdowns to U.S. and European economies is moving behind, but we expect a slow recovery with elevated …

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Post the Oil-Price Inflection

Post the Oil-Price Inflection

🕔09:20, 20.May 2020

CIO Commodity Commentary Oil is again trading near its five-week high, with a West Texas Intermediate (WTI) price of around 29.5 dollars per barrel – a bit higher than half its end-February level. After April's rollercoaster …

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DWS Long View: The impact of COVID-19 pandemic on long-term return forecasts

DWS Long View: The impact of COVID-19 pandemic on long-term return forecasts

🕔14:42, 12.May 2020

Entering 2020, the long-run return forecasts across asset classes left something to be desired. The rich valuations meant that investors could only expect low returns from most asset classes going forward. A lot has changed with the …

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A downturn unlike any other?

A downturn unlike any other?

🕔08:57, 12.May 2020

Quarterly CIO View Around the globe, the rapidly spreading Coronavirus has created unprecedented political, public-health and economic crises. Not that you would necessarily know, if you had fallen asleep in mid-February and were only now checking …

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COVID-19 and the financial markets Spotlight: Fixed Income

COVID-19 and the financial markets Spotlight: Fixed Income

🕔13:21, 7.May 2020

While the numbers of new infections and related fatalities are growing with slowing momentum, the discussion around the pace and scope of easing lockdowns becomes increasingly heated. Latest GDP figures and rising unemployment rates are among other figures fueling the

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Living in history: how will we look back at this moment?

Living in history: how will we look back at this moment?

🕔13:42, 1.May 2020

Pandemic 2020: a passing moment or a new era that shapes our future? New cycles tend to bring new trends, themes and investment leadership. First-quarter earnings season and preliminary economic reports confirm recession. David Bianco Prevention measures will shift to

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ETF Trading in Volatile Times

ETF Trading in Volatile Times

🕔08:02, 29.Apr 2020

Investment Insights The ongoing market volatility caused by the COVID-19 pandemic has resulted in record trading volumes against a backdrop of reduced liquidity in all asset classes. Exchange Traded Funds (ETFs) have so far, and once again, proven their resilience

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Corona and TALF 2.0

Corona and TALF 2.0

🕔11:35, 27.Apr 2020

The Fed has expanded the Term Asset-Backed Securities Loan Facility (TALF) in an effort to improve financing for households and small businesses. Liquidity has improved dramatically for TALF-eligible assets now that both dealers and investors know the downside is relatively

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Oil Goes Sub-Zero

Oil Goes Sub-Zero

🕔15:04, 23.Apr 2020

Perhaps, it is a sign of the times we live in. Over the past decade, investors have had to get used to the idea of nominal interest rates falling below zero – something economists once thought would be impossible. Could

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April 2020 Fixed Income Update

April 2020 Fixed Income Update

🕔12:10, 17.Apr 2020

COVID-19 and the financial markets Spotlight: Fixed Income Various central bank measures and rescue packages have lifted the sentiment on the global capital market in the last days. While the curve of new infections and fatalities is flattening in many

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Normative judgments

Normative judgments

🕔07:41, 9.Apr 2020

How assessing norm violations in a portfolio context could help avoid risks. The most prominent norm violations typically relate to breaches in human rights, environmental responsibility and business ethics. The sectors most prone to norm violations are energy, consumer staples

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Governments And Central Banks, Helping Largely

Governments And Central Banks, Helping Largely

🕔07:40, 2.Apr 2020

The stimulus measures being passed in response to the coronavirus pandemic are unprecedented. However, a recession seems inevitable. Who will ultimately have to bear the costs?  The scale and pace of fiscal- and monetary-stimulus measures to support the economy are

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2020 – coronavirus reversal and rebound

2020 – coronavirus reversal and rebound

🕔10:55, 31.Mar 2020

Covid-19 is the paramount issue. We expect a sharp economic slowdown in the first half of 2020, followed by a subdued rebound.  The coronavirus is likely to slow down the economy in unprecedented ways. Nonetheless, we expect the epidemic to

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Cutting to crisis forecasts: 2020e SP500 EPS 125 dollars

Cutting to crisis forecasts: 2020e SP500 EPS 125 dollars

🕔12:47, 30.Mar 2020

An economic crisis of uncertain severity: cut s&p 500 2020 end target to 2750an economic crisis of uncertain severity: cut s&p 500 2020 end target to 2750 We expect a state of emergency in the United States and most of

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COVID-19 and the financial markets Spotlight: Fixed Income

COVID-19 and the financial markets Spotlight: Fixed Income

🕔16:12, 27.Mar 2020

Last week’s financial market headlines were dominated by superlatives and historical comparisons. Volatility figures, spread and index levels which have not been seen since the financial crisis (if ever) appeared on the screens. In order to keep you informed on

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RESPONSES TO THE PANDEMIC

RESPONSES TO THE PANDEMIC

🕔15:12, 27.Mar 2020

The spread of the novel coronavirus continues to cause immense uncertainty. A growing number of European countries have imposed curfews, effectively putting whole nations under lockdown. So has California, ordering 40 million people to stay indoors. The most likely area

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Commodity-Market Turmoil

Commodity-Market Turmoil

🕔12:42, 26.Mar 2020

The gold price has been falling but a supportive rates environment and safe-haven demand brighten our outlook. The Saudi-Russian oil-price war broke out at the worst possible time. Any further negotiations are likely to involve a new kid on the

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"Rising Tension Between #U.S. and #China Elevates Trading Issues" -> https://www.opiniopro.com/2020/07/t-rowe-price/rising-tension-between-u-s-and-china-elevates-trading-issues/

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New #blogpost @Opinio_Pro -> "#ABS, #Pension Agreement and #FixedIncome in our Top Five this week" -> https://www.opiniopro.com/2020/07/beheerder/abs-pension-agreement-and-fixed-income-in-our-top-five-this-week/

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