Back to homepage

Tag "europe"

COVID-19: The tug of war begins

COVID-19: The tug of war begins

🕔10:00, 8.Apr 2020

Spotlight While the humanitarian crisis continues unabated in many regions of the world, April should begin to see some respite in terms of infections starting first in Italy and hopefully continuing into other areas of continental Europe as well. As

Read Full Article
We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔12:51, 6.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

Read Full Article
We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔05:54, 3.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

Read Full Article
Adverse scenario becomes reality

Adverse scenario becomes reality

🕔11:32, 31.Mar 2020

Growth in CEE to dive deeper into negative territory Recent developments have deprived us of optimism and we revise our CEE growth forecast down to -4.7% this year. March PMI indices in Germany and the Eurozone plunged, dragged down by

Read Full Article
We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔10:37, 30.Mar 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

Read Full Article
Coronavirus market volatility: performance update

Coronavirus market volatility: performance update

🕔16:14, 27.Mar 2020

Markets are very weak and volatile, as you would expect with such uncertainty around the Covid19 outbreak. Some days the moves are indiscriminate and everything plunges to a broadly similar degree, on other days our higher quality names are outperforming.

Read Full Article
We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔06:37, 27.Mar 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

Read Full Article
We lower our GDP forecast for 2020 to -3.5%

We lower our GDP forecast for 2020 to -3.5%

🕔10:34, 26.Mar 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

Read Full Article
Coronavirus: Potential impact on the European economy

Coronavirus: Potential impact on the European economy

🕔15:43, 11.Mar 2020

Key points: Global stocks have fallen sharply following confirmation that the coronavirus has spread beyond Asia. The outbreak poses a significant near-term threat to the eurozone’s fragile recovery. The impact leaves Germany the most exposed through its trade links with

Read Full Article
The Half-Discovered Continent: U.S. Equities Beyond the S&P 500

The Half-Discovered Continent: U.S. Equities Beyond the S&P 500

🕔11:30, 9.Mar 2020

Investors the world over have made allocations to U.S. stocks, which include some of the world’s largest companies. Ex-U.S. investors appear to have explored little beyond the so-called “blue chips,” however. As shown later, European fund investors, in particular, have

Read Full Article
Spread of SARS-CoV-2 to Europe

Spread of SARS-CoV-2 to Europe

🕔09:55, 6.Mar 2020

SARS-CoV-2 to weigh on economic outlook  Since the outbreak of the new Coronavirus in China at the end of December 2019, the situation has changed significantly. The number of infected people is tenfold compared to the SARS epidemic from 2003

Read Full Article
Focus: Effects of Covid-19

Focus: Effects of Covid-19

🕔14:56, 5.Mar 2020

Markets in turmoil – our outlook Nobody can currently estimate how fast and how far the new coronavirus will spread. The markets have reacted strongly this week, probably too strongly, to the global spread of the virus. We expect the

Read Full Article
A year of turning green

A year of turning green

🕔17:07, 2.Mar 2020

No recession in sight. Focus moves to environmental issues.  A key focus of 2020 will, we think, be ‘green spending’. It is set to move to the forefront in Europe and China; and be a major presidential election issue in

Read Full Article
All eyes on Hungarian central bank

All eyes on Hungarian central bank

🕔09:56, 25.Feb 2020

This week in CEE This week, the Hungarian central bank meeting is likely to be a key event. After the surge in the January inflation rate toward 4.7% y/y, the central bank verbally intervened by saying it will do whatever

Read Full Article
Investors Continue to Lose Returns From Timing in European Funds

Investors Continue to Lose Returns From Timing in European Funds

🕔17:02, 24.Feb 2020

European Investor Returns 2019  It is understandable that dramatic macroeconomic events have made it more difficult for European investors to invest successfully than it has for others. After the drawdown of the global financial crisis of 2008-09, equity valuations quickly

Read Full Article
H2O 2020 outlook

H2O 2020 outlook

🕔13:09, 3.Feb 2020

We strongly disagree with the assessment that the US and Europe are heading to a recession. The macro is still running slightly above potential in the US and in Europe. There is not enough leverage from households, a necessary condition

Read Full Article
Index Dashboard: Europe

Index Dashboard: Europe

🕔09:55, 3.Feb 2020

Index Dashboard: Europe Despite reaching all–time highs earlier in the month, the S&P Europe 350 finished January with a loss of 1.3%, ending a four–month streak of gains.Weak economic growth in the Eurozone weighed on sentiment, and equities were pulled

Read Full Article
Why invest in European ABS?

Why invest in European ABS?

🕔17:11, 20.Jan 2020

FocusPoint In the current low-yield environment, European fixed income investors need to look to alternative asset categories to increase the yield of their portfolios. Given the current stage of the credit cycle, though, they generally have no desire to increase

Read Full Article
Vanguard’s global outlook for 2020

Vanguard’s global outlook for 2020

🕔16:43, 20.Jan 2020

Global economy: Trade tensions and broader uncertainty drag on demand and supply The continued slowdown in global growth foreseen a year ago has been accentuated during 2019 by a deterioration in the global industrial cycle. A broad escalation of policy

Read Full Article
Records, surprises and opportunities

Records, surprises and opportunities

🕔07:10, 17.Jan 2020

Cross Asset Investment Strategy As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income

Read Full Article
Top Risk 2020

Top Risk 2020

🕔14:06, 14.Jan 2020

2020 is a tipping point. 2020 is a tipping point.We’ve lived with growing levels of geopolitical risk for nearly a decade, but without a true international crisis. Outside of geopolitics, global trends have been strongly favorable. That’s now changing. Globalization is key.

Read Full Article
European Equities according to Mark Denham

European Equities according to Mark Denham

🕔07:15, 10.Jan 2020

Since Mark Denham took over the Carmignac Portfolio Grande Europe fund (SICAV) in 2016, he has demonstrated a rigorous approach to stock selection while also maintaining an unwavering belief in the importance of socially responsible investment. These qualities have led

Read Full Article
Think European cities Trends & tactics 2020 outlook

Think European cities Trends & tactics 2020 outlook

🕔13:10, 7.Jan 2020

Eurozone output remains positive, but sluggish, with Consensus forecasts of 1.1% for 2019. National data showed that Q3 2019 GDP growth remained stable in Italy (0.1%), Spain (0.4%) and France (0.3%). However, the slump affecting the export-oriented manufacturing sector, most

Read Full Article
HAS CALM BEEN RESTORED?

HAS CALM BEEN RESTORED?

🕔16:51, 9.Dec 2019

2020 Outlook In brief:  – 2019 was marked by a significant slowdown in global growth. – Our scenario for 2020: no recession, despite a slowdown in economic activity in the US and in China and sluggish growth in Europe. –

Read Full Article
Venture Pulse Q3 2019

Venture Pulse Q3 2019

🕔13:54, 7.Dec 2019

Global analysis of venture funding Welcome to the Q3’19 edition of KPMG Enterprise’s Venture Pulse — a quarterly report highlighting the key trends, opportunities, and challenges facing the venture capital market globally and in key jurisdictions around the world. Strong

Read Full Article

Search

Twitter

Munis hit turbulence in a flight to safety -> https://opiniopro.com/2020/04/blackrock/munis-hit-turbulence-in-a-flight-to-safety/ #cash #coronavirus #FixedIncome #lending #municipalbond #COVID19 via
@blackrock

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

Load More...

Search on date

April 2020
M T W T F S S
« Mar    
 12345
6789101112
13141516171819
20212223242526
27282930