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,
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 …
Webinar – The global economy at the crossroads Investment Outlook We are pleased to invite you to UBP’s webinar “Investment Outlook 2020 Reset”. Our investment experts will share their convictions on ways to protect assets against the fallout of 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
Interview with Portfolio Manager Juliana Hansveden Last Wednesday, 24 June 2020, Nordea AM hosted their weekly Morning Espresso session. The session starts with Sébastien Galy, Senior Macro Strategist, who gives a
In 2019, the number of resondents grew from 145 to 159 fixed income professionals, to incorporate the views of 121 institutional and 38 wholesale investors that are together responsible for managing over …
Global markets and multi-asset portfolios This recession will forever be remembered as one of the most rapid and shocking economic slowdowns on record. The question at the forefront of asset allocation decisions is whether the recovery will be equally distinctive
COVID-19 is a global pandemic, and while the experience has varied across countries, we are seeing some common threads. Indicators over the past month have suggested that the worst of the downturn is behind us. Industrial activity is resuming, businesses
Cross Asset Investment Strategy The dichotomy between the false market tranquillity and the high level of uncertainty about the length of the crisis and its long-term implications is striking. In our view, we are …
Global Outlook The outbreak of COVID-19 has quickly translated into a severe shock for the global economy and real estate markets. Near-term indicators of performance have turned sharply downward, and the situation is fast-moving. At the same time, some lessons
Point of View Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly, companies are now prioritizing …
#23 Asset Allocation might be the most used tag on OpinioPro and this past week is no different. Furthermore, of course the calendar is a well used page as well. Don’t forget to take a look and spot an interesting
May In this blogpost, we will update you on our monthly best-reads and longest-reads. If you follow our weekly blogposts, you know the best read research articles on a weekly basis. In this monthly overview, we provide you with a
Covid-19 effects so far centre on flight into short-end government bonds and equivalents, a measure of safety flight. At the same time there has been resumed risk-on in the guise of strong inflows to dollar high yield and corporates generally.
Webinar – Resiliency & Risks for Global Financial Systems COVID-recession consequences, fiscal and monetary responses, and implications for the US economy and capital markets will be discussed by Peter Fisher, Clinical Professor at Dartmouth’s Tuck School of Business. Peter formerly
Insights on Global Equity The coronavirus pandemic has wreaked havoc across the global economy, and the technology sector has not been immune. Supply chains have come under pressure, and …
Investment Talks The global background and Italy: if we wanted to characterise the contraction and recovery pattern, we would probably describe it as a ‘long U-shaped’ recovery; in other words, as a gradual normalisation which will take some time before
Fixed Income Perspectives The trajectory of global growth turned downward as governments scrambled to deal with the social and economic impacts of the COVID-19 pandemic. The …
The Covid-19 pandemic remains the only real theme driving markets, as investors look for clues as to what the ultimate impact of the crisis will be on economic growth, industrial sectors and asset prices. The jury is still out, with
Weekly commentary Global stocks have recovered more than half of the selloff triggered by the coronavirus pandemic since late March – alongside a sharp contraction in economic activity and corporate earnings. We see the unprecedented policy …
House View The global economy is in the midst of a major contraction. The pandemic has resulted in varying levels of worldwide shutdowns. This has caused a sharp deceleration of economic activity in the manufacturing and services sectors, offset by
Preferred Sectors: Health Care and Consumer Staples
#20 – Top Five Best Read Research on OpinioPro And it’s Saturday again: the day for us to publish our Top Five Best Read on OpinioPro this last week. Populair tags were ‘asset allocation‘ and ‘equities‘, furthermore our event calendar
Global Perspectives – february 2020 2019 was the culmination of an exceptionally strong decade for equity markets. By some measures the past 10 years have seen the longest uninterrupted economic expansion in US history and the longest bull market ever.
"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/
