Webinar – Deal Making in Uncertain Times Join us for a Webinar on April 22 at 11am ET | 10am CT to get the latest data and insights straight from our Deals Intelligence experts at Refinitiv Our 2020 Deal Makers Sentiment Survey findings revealed
Webinar – Q1, 2020 Factor Performance Review and Insight Regional analysis and examination of the impact of Covid-19 on factor performance. Following the publication of our next Market Maps Factor Indicator quarterly report, Philip Lawlor and Marlies van Boven, FTSE
Webinar – High Yield Bonds High Yield Bonds – “Sorting the wheat from the chaff” During the global financial crisis in 2008 liquidity was directed to support the financial system. With the COVID-19 virus this liquidity is directed to support
Webinar – Market watch series 4/7 In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward, Chief Market Strategist for EMEA, will provide a market update,
Webinar – Navigating Investing during Novel Coronavirus: Behavioral Lessons for Advisors How can advisors help their clients navigate these strange times? Behavioral finance provides a powerful lens to understand investor psychology right now, and how to help investors (and advisors)
Webinar – Beleggen in tijden van corona Het coronavirus zorgt voor veel onrust op de financiële markten. Dit raakt ons allemaal, ook als u belegt. Wat gebeurt er en wat kunt u het beste (niet) doen? Kijk mee en luister
Webinar – Volatility 2020: Coronavirus – the US response Date: Tuesday, 7 April 2020 Time: 15:00 UK / 16:00 CET / 17:00 AST / 18:00 GST Duration: 45 minutes With COVID-19 affecting markets globally, worldwide economies are set to be impacted
Webinar – Coronavirus: an economic and market impact assessment When a virus brings the world to a standstill, how do you continue to deliver value to investors? Join our investor briefings each Tuesday at 9:30am (10:30am CEST) to stay up to
When things are tough in markets, I tend to return to the basics and this means exploring the time-tested truth of MV=PQ, where M is the money supply, V is the velocity of money, P is the general level of
With the US and broader European economies entering the ‘acceleration’ phase of their respective COVID-19 infection cycles, fiscal policymakers across Europe and the United States have begun outlining plans to bear down on this growing shock to demand and confidence.
Q&A The Pandemic, Policy and Paths for Growth Interview with GSAM Economists The coronavirus pandemic will create a severe economic shock and decline in employment and output. In this Q&A, Gurpreet Gill, member of our Global Fixed Income team discusses
#14 Again, the main theme this week was: the coronavirus. The five best read research on OpinioPro this week did approach this in different ways, which makes them all very interesting to read. Edmond de Rothschild published a “Special Flash”
Portfolio Manager Andy Acker discusses how advances in healthcare have come into focus during the coronavirus pandemic and what that could mean for the sector in the long term. The equity sell-off amid the COVID-19 coronavirus outbreak has been remarkable
What is the Emerging Markets (EM) team’s take on the current environment? We are seeing a level of volatility across global markets that hasn’t been witnessed since 2008, in what feels like a global liquidation event. Emerging markets are no
Market and economic effects of Covid-19 coronavirus Global cases of Covid-19 have well surpassed half a million1 , with lock-downs extended to several new countries Central banks in the US, EU and UK are now offering unlimited liquidity through Quantitative
For the time being, the corona pandemic has largely led to a standstill of economic activity. We expect recessions in the US and Europe as well as rising unemployment rates. Governments and central banks have taken comprehensive measures in order
Corona-Virus weighs on Eurozone economy All countries in the Eurozone have gradually begun to impose significant restrictions on public life from mid-March onwards in order to stem the spread of the coronavirus. We are therefore lowering our GDP forecast for
Webinar – Coronavirus, Market Volatility and the Global Economy Coronavirus, market volatility and the global economy: Global markets are rapidly changing as investors try to determine how the health crisis will impact the global economy. Join our CIOs as they
Webinar – Globalization, hyper connectivity and markets after the pandemic Coronavirus – and the economic crisis it has provoked – lays bare how vulnerable our hyper-connected societies and markets now are to events thousands of miles away. In a panel
Webinar – Market Outlook: Balancing Policy Response Vs. COVID-19 Economic Fallout Central Banks and the COVID-19 economic impact is moving faster than ever, and its increasingly getting harder to keep track. Please join us to learn more about what has
We expect that investors will require evidence that case growth is “under control” before a sustainable recovery in risk appetite can take hold. In the short-term, a cautious investment strategy remains warranted However, highly attractive valuations for risky asset classes
Some of the conversations I’ve shared recently about the economy are also laced with sheer panic. Markets have been volatile, and the data are setting the wrong kinds of records. I’ve tried to counsel patience and perspective, but the only
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
KEY INSIGHTS I’m anticipating a contraction in economic activity over the first two quarters of 2020 that roughly matches the longer decline over the financial crisis. When shuttered industries and shut‑in workers can start the transition back to normal life—probably
Markets continue to be dominated by COVID-19. In the early weeks of March, Imperial College’s initial projections of huge numbers of deaths if intensive care units (ICUs) were to overflow coincided with grim news out of Italy, where such scenarios
Emerging markets debt: Determinants of sovereign bond quality and returns -> https://opiniopro.com/2020/04/eaton-vance/emerging-markets-debt-determinants-of-sovereign-bond-quality-and-returns/ #credit #EmergingMarkets #debt #fiscalpolicy #sovereignbonds via
@EatonPartners
@EatonVance
Fixed Income Market Update -> https://opiniopro.com/2020/04/voya/fixed-income-market-update-4/ #fixedincome #highyield #EMD via #Voya
The corona shock in commodity prices -> https://opiniopro.com/2020/04/abn-amro/the-corona-shock-in-commodity-prices/ #Commodities #GOLD #oilprice #OPEC #coronavirus #COVID19 via
@ABNAMROeconomen
US Senate approved US fiscal package -> https://opiniopro.com/2020/04/hsbc/us-senate-approved-us-fiscal-package/ #fiscal #CoronaCrisis #COVIDー19 #inflation #Recession2020 via
@HSBC
It’s Hard to Conjure Animal Spirits From a Wounded Animal -> https://opiniopro.com/2020/03/mfs/its-hard-to-conjure-animal-spirits-from-a-wounded-animal/ #CentralBanks #coronavirus #Fed #fiscalstimulus #COVID19 via
@followMFS
