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Weekly Market Recap

Weekly Market Recap

🕔11:09, 14.Jul 2020

US stocks jumped at the start of trading last Monday, with many attributing the strength to a front-page editorial in the China Securities Journal, stating that “fostering a healthy bull market after the pandemic is now more important to …

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AT1 debt & CoCo bonds

AT1 debt & CoCo bonds

🕔11:30, 13.Jul 2020

White Paper   Solid fundamentals for European systemic banks when entering the crisis Covid-19 is not 2008 Global Financial Crisis. European banks entered the Covid-19 crisis with solid capital positions and higher capital ratios than in 2008 courtesy of the new banking …

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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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Warming up to Europe

Warming up to Europe

🕔11:34, 24.Jun 2020

BII Global weekly commentary We are warming up to European assets as the region steps up its policy response and demonstrates relative success in tamping virus growth. We are tracking the interplay of containment measures and mobility changes on activity

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Covid-19: short-term pain, long-term opportunities for European commercial real estate

Covid-19: short-term pain, long-term opportunities for European commercial real estate

🕔11:39, 22.Jun 2020

Over the past few weeks, most Western economies have remained frozen by the lockdown measures taken to contain the Covid-19 pandemic. These measures have already had an unprecedented economic impact, but the magnitude of the long-term fallout is difficult to

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A Just Energy Transition: Impacts on European Power Producers

A Just Energy Transition: Impacts on European Power Producers

🕔09:45, 22.Jun 2020

European power generation companies are critical actors in a Just Transition to renewable energy. At Candriam, as ESG analysts we have surveyed and evaluated the extent to which these companies are integrating the social consequences into their planning and decisions.

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Next Generation EU: corona als katalysator voor klimaatplannen en digitalisering

Next Generation EU: corona als katalysator voor klimaatplannen en digitalisering

🕔08:00, 19.Jun 2020

Obligaties uitgegeven door de Europese Unie (EU); waar het voor de coronapandemie niet voor mogelijk werd gehouden, staat dit nu in het plan van de Europese Commissie om de Europese economie een nodige kickstart te geven. Als het pakket wordt

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Aegon AM – Webinar – Aegon European ABS – live webinar with Frank Meijer and Egbert Bronsema

🕔11:00, 16.Jun 2020

Webinar – Aegon European ABS – live webinar with Frank Meijer and Egbert Bronsema Three months after fixed income markets reacted to the shock of the global pandemic and the unprecedented measures taken by central banks and governments, we look

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ESG Deepens Insights in European High Yield

ESG Deepens Insights in European High Yield

🕔12:51, 11.Jun 2020

KEY INSIGHTS ESG factors are incorporated into the research process, serving as an important input into decision‑making. The growing importance of ESG in Europe is having a trickle‑down effect on companies. Seeing a greater awareness of ESG among high yield companies,

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Weekly Market Recap

Weekly Market Recap

🕔08:41, 9.Jun 2020

Upside surprises in labour market data appeared to drive much of last week’s positive sentiment. Stocks rose sharply on Wednesday, following a much smallerthan-expected decline in ADP’s tally of monthly payrolls. The payroll processing …

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Music, Moonlight, Love and Romance in European Fixed Income

Music, Moonlight, Love and Romance in European Fixed Income

🕔10:39, 5.Jun 2020

Monetary accommodation and fiscal stimulus are abundant, but the outlook for many companies is less stellar. Corporate defaults will undoubtedly rise significantly. There is now greater yield dispersion between the northern and southern members of the Eurozone, between high-yield and

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Define ”Big”

Define ”Big”

🕔10:53, 2.Jun 2020

Research & Strategy Insights  The European Commission “doubled down” on the Franco-German initiative and came out with a bigger quantum for its “Next Generation” package and proposals for new “own resources”. This is politically important. While we are still very

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Weekly Market Recap

Weekly Market Recap

🕔10:00, 2.Jun 2020

Optimism about the gradual reopening of the global economy seemed to be the primary driver of sentiment last week. As restrictions on public gatherings continued …

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Economic and Political Backdrop

Economic and Political Backdrop

🕔10:11, 26.May 2020

Weekly Market Recap Stocks started last week strong, helped by news of encouraging early test results for a possible coronavirus vaccine. Moderna Therapeutics announced that its …

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Safe havens and QE in this week’s Top Five

Safe havens and QE in this week’s Top Five

🕔10:54, 23.May 2020

#21 A variety of publications in this week’s Top Five, please see below the best read publications: On the fifth place, Blackrock‘s Weekly Commentary “Europe bond outlook under review“: Including their weekly chart: Neuberger Berman‘s “Asset Allocation Committee Outlook 2Q20”

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EZ: crisis does not hit all countries equally hard

EZ: crisis does not hit all countries equally hard

🕔13:16, 21.May 2020

The GDP data of the EU countries for 1Q developed very differently. Interestingly, there is no clear correlation between the duration of the quarantine measures taken and the economic damage caused. It is noticeable that countries such as Austria, Germany,

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Sentiment should brighten in May

Sentiment should brighten in May

🕔09:38, 18.May 2020

Week Ahead Focus: Eurozone PMI data, Eurozone inflation  Looking ahead to next week (May 21), a first flash estimate of PMI data for the manufacturing and service sectors in the Eurozone, Germany and France for May will be released. In

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Economic and Political Backdrop

Economic and Political Backdrop

🕔16:52, 12.May 2020

Weekly Market Recap Last week brought a host of data showing an unprecedented contraction in economic activity, but investors seemed to take hope that the economy was bottoming. On Tuesday, several gauges showed a record contraction in both manufacturing and

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Survey on the Access to Finance of Enterprises in the euro area

Survey on the Access to Finance of Enterprises in the euro area

🕔11:50, 11.May 2020

This report presents the main results of the 22nd round of the Survey on the Access to Finance of Enterprises (SAFE), which was conducted between 2 March and 8 April 2020. Despite the difficulties in conducting the survey owing to

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Morningstar – Webinar – Market Observations Across Asset Classes in Europe

🕔15:00, 6.May 2020

Webinar – Market Observations Across Asset Classes in Europe The last months have proven to be an extraordinary and unique period with some of the most volatile movements that have ever been seen, even surpassing those witnessed during the height

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Index Dashboard: Europe

Index Dashboard: Europe

🕔11:11, 5.May 2020

April offered a welcome rally for global equities as the novel shock of pandemic became cruelly familiar, and markets adjusted to the new normal. The S&P Europe 350 gained 6% on the month, picking up steam in the final week

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We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔13:50, 1.May 2020

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

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Slowly out of limbo

Slowly out of limbo

🕔14:54, 27.Apr 2020

Monthly Investment Strategy Key points As some capacity is being re-created in healthcare systems, exiting lockdown by mid-May looks doable. We think it will be a subdued rebound though, and economic policy will need to help “for the long haul”.

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Capital Markets View Summary

Capital Markets View Summary

🕔13:45, 27.Apr 2020

Global equity volatility remains elevated after spiking to levels not seen since the global financial crisis as investors sold equities somewhat indiscriminately over the past several weeks. Valuations and corporate profit margins were rich coming into the coronavirus pandemic, priced

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We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔17:11, 24.Apr 2020

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

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