Webinar – Factor Performance Review and Insight Join our webinar for analysis and examination of the impact that COVID-19 volatility has had on regional factor performance and factor valuations. Philip Lawlor, managing director, Global Markets Research, and Marlies van Boven,
H2 Outlook As we emerge from the Covid-19 shock, we expect market developments to eventually become more complex. In the next few weeks, the easy part of a post Covid-19 recovery will be over and by then credit and equity
Research & Strategy Insights The re-acceleration of the covid epidemic in the US is a month-old now, but last week for the first time some real-time data reflected a relapse in activity. This is still very mild and nowhere near
Where are the opportunities in Asset Backed Securities? …that can meet ESG risk and positive impact objectives July 2020 – Alternative Fixed Income and R.I. series – Webinar 1 The drawdown in the markets provoked by Covid-19 reached its lowest
Barometer of Financial Markets – Investment Outlook Vast amounts of stimulus have underpinned the markets after the initial shock of the Covid-19 crisis. The question for investors now is whether such …
Het coronavirus heeft niet alleen ons dagelijks leven compleet veranderd, ook heeft het een enorme economische impact. De pandemie heeft een wereldwijde recessie veroorzaakt, waarbij die van de wereldwijde financiële crisis van nu ruim tien jaar …
U.S. Treasury yields ended the week modestly lower, led by longer maturities. Markets appeared focused on escalating coronavirus concerns, despite generally stronger U.S. economic data. Rising U.S. virus cases are stoking fears of another lock down and associated slowing in economic
#27 Before we start with the Top Five Best Read of the past week, let’s dive into a few upcoming webinars first: Lazard AM is going live on Tuesday 7 July with a webinar called “Investing in Gender Diversity –
The Covid-19 pandemic triggered a wave of support to keeps banks functioning efficiently and economies ticking over through lockdowns. We look at what action has been taken and its impact on the health of the banking sector.
Covid-19 has triggered a sequence of economic and financial market narratives and is giving way to a new status quo characterised by extreme fiscal and monetary measures, to which markets have responded well, though some volatility has returned in the
An unprecedented health crisis has uprooted medical care, financial markets and the prospects for the global economy. It has left asset allocators reeling as some markets seek to find their footing after a sizeable sell-off, while other markets have benefited
Webinar – Wijzer uit de crisis Welke inzichten heeft de coronacrisis pensioenfondsen gebracht? Financiële markten gingen alle kanten op. Toch bleven veel pensioenfondsen vasthouden aan hun langetermijn beleggingsbeleid. Hoe voor de hand liggend was dat? De stabiliteit op financiële markten
Webinar – The future of the travel & leisure sector: the analyst view From the oil shock to the development of COVID treatments, we‘ll go deep on key industries and sectors to find out how they may fare through the
The upward march in financial markets and economic activity has been quite rapid in recent months, resembling a V-shaped recovery. Risks to a continuation of that unabated recovery have emerged recently in the U.S., as COVID-19 case counts are now
Market and economic insights BMO’s global multi-asset team typically gathers every September to discuss and update our three- to five-year outlook. With Covid-19 preventing our usual in-person meeting, and with the …
Weekly Economic Commentary Carl offers thoughts on the progress of the pandemic. I belong to an international economic association that meets annually during the summer. We had been set to gather in Madrid earlier this month, but COVID-19 forced …
2020 midyear outlook The future is running at us. The coronavirus shock is accelerating structural trends in inequality, globalization, macro policy and sustainability. This is fundamentally reshaping the investment landscape …
The Week Ahead The second wave of Covid-19 Equity markets are under some pressure resulting from fear of a second wave of Covid-19 as investors eye Midwestern states, Florida and South America. This could mean further lockdowns in some states
Research Blast It feels like a different era whereby every conversation around the UK commercial real estate market evolved around the topic of Brexit. Following the outbreak of COVID-19 in Europe, the issue was hardly mentioned. But as transactions in
In Credit It was a week of data releases and an opportunity to get a glimpse as to whether an economic recovery is underway. The evidence would so far suggest that this …
Aerial View The economy is facing three kinds of headwinds from COVID-19 simultaneously: a demand shock as spending drops, a supply shock as …
Webinar – Impact COVID-19 op Emerging en Frontier markten Maandag 29 juni a.s. organiseert TCM Investment Funds het webinar “Impact COVID-19 op Emerging en Frontier markten”. Hiervoor nodigen wij u van harte uit. Fundmanagers Wytze Riemersma en Marco Balk praten
Perspectives Looking at recent economic data releases, it appears that the worst of the crisis is now behind us. Indeed, activity re-started in May and has been picking up since with the gradual reopening of economies. However, while encouraging, the
#25 + 26 This blogpost will cover the top five of the past two weeks. But first, let’s highlight a few webinars! Tuesday next week J.P. Morgan AM will host a mid-year outlook ‘How will the recovery take place?‘. The
Second Quarter 2020 The precipitous and devastating impact of the COVID-19 pandemic has left no doubt that global economies have entered an unprecedented recession. Investors are now left to ponder what’s next and to contemplate how deep the contraction might
"Our midyear #outlook" -> https://www.opiniopro.com/2020/07/blackrock/our-midyear-outlook/
"Monthly Must-Reads" -> https://www.opiniopro.com/2020/07/opiniopro-selection/monthly-must-reads/
"Road to Recovery" -> https://www.opiniopro.com/2020/07/opiniopro-selection/road-to-recovery/ #recovery #credit #monetarystimulus #spreads
"Investment Strategy Commentary: Will the V Become a W?" -> https://www.opiniopro.com/2020/07/northern-trust/investment-strategy-commentary-will-the-v-become-a-w/
