Off to a Quick Start
While the Biden administration put eradicating the coronavirus at the top of its agenda, taking action on regulations with executive orders has also been a top priority. Deregulation was a defining focus of …
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A new era of investing
2020 saw unprecedented change around the globe – economically, socially and politically. The most significant impacts resulted from the global coronavirus pandemic which has potentially changed many aspects of life for ever. The investment landscape has been changing too …
The virus is keeping the economy on hold
The economic rebound slowed in the fourth quarter, after a strong rebound in the third quarter and a very sharp contraction in the first half of the year. Global economies remain supported by the large stimulus measures from fiscal and monetary institutions. The positive vaccine …
It is time to look at the future of #Equities – Research Highlights
With the S&P 500 already gaining around 4.27% year-to-date while COVID-19 still lingers through the western world and the U.S. economy shrunk by 3.5% in 2020, it is time to look at the future of equities.
Video: Capital Ideas Talks with Martyn Hole
Capital Ideas Talks with Martyn Hole Investment Director, Martyn Hole, shares his view on the outlook for equity markets. He explains why the backdrop is broadly supportive of equity valuations, considers the prospects for different sectors, examines how events of
Europe’s global leaders offer some attractive opportunities
With the pandemic-induced shutdown of 2020 — which caused the worst recession since the Great Depression — behind us, solid growth is expected across major economies in 2021, according to the International Monetary Fund (IMF).
How Are Investors Changing?
How Are Investors Changing? ESG Asset Owner Survey How are investors’ priorities and practices changing when it comes to ESG investing, sustainability and impact? What are today’s key ESG implementation challenges? Seeking clarity on the issues, we surveyed 256 investors
Gains Still to Be Found in Global Equities
Seizing the opportunities that higher volatility and mixed news flow will create. Equity markets delivered extraordinary returns in 2020, but the first quarter of 2021 will certainly test investors, given the return of uneven and contradictory news flow. Expectations of
T. Rowe Price – Webinar – Global Markets and the Implications for Asset Allocators – Q1 2021
Webinar Global Markets and the Implications for Asset Allocators – Q1 2021 Join us on 28 January at 10:00am GMT / 11:00am CET for our quarterly asset allocation webinar. Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset
Podcast: Flash Update – UBP Global & Absolute Return Fixed Income Outlook 2021
Key takeaways: 1) We anticipate that the global growth recovery will remain intact as vaccine distribution will allow economies to gradually normalise, 2) Monetary and fiscal policy shall remain accommodative, 3) We expect this to be a positive environment for credit, whilst interest rate markets have room to breathe higher
2021 Global Multi-Asset Outlook
Markets are entering the new year optimistic about the successful development of vaccines to combat the spread of COVID-19, seeing the news as a light at the end of the dark tunnel that was 2020. The extreme enthusiasm, however, has driven many markets to record highs, extending valuations and creating a rotation toward cheaper stocks in more cyclically …
Glimpses of light at the tunnel’s end
After a rollercoaster 2020 for European high yield markets, 2021 looks set to be more stable. Fears of high levels of corporate defaults have proved unjustified, allowing high yield to rebound in 2020 and setting the scene for the coming year. While the second Covid-19 wave, and the new variant, are weighing on recovery, once vaccinations bring the virus under control a degree of normality …
Chasing unicorns
Unprecedented monetary and fiscal stimulus and late-year positive news on vaccines fueled a relentless rally in …
2021 wereldeconomie: de meest spraakmakende personen
2021 wereldeconomie: de meest spraakmakende personen Traditioneel wordt aan het einde van ieder kalenderjaar de balans opgemaakt en vliegen de ranglijsten je om de oren. Wij pakken het anders aan: welke personen moet u in 2021 in de gaten houden,
In the money: Financial exchanges hit the sweet spot
Financial sector headlines are often dominated by banks and insurers. But there is one area that has emerged as a steady grower and dividend payer: financial exchanges. Exchanges’ gains contrast against steep declines in the broader financials sector, where traditional banks in particular have grappled with ultra-low rates and a slowing global economy. Over the …
Global emerging markets: gaining momentum
Global emerging markets: gaining momentum Despite its huge impact on health and wellbeing, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets (EMs). We expect these trends to gain additional momentum in
A new investment order
A new investment order – 2021 global outlook We have entered a new investment order. The Covid-19 pandemic has accelerated profound shifts in how economies and societies operate. We see transformations across sustainability, inequality, geopolitics and macro policy. This is
Continued support for asset returns
Continued support for asset returns 2021 Capital Market Expectations We believe global stocks have greater performance potential than global bonds, supported by sustained growth and moderate inflation. With short-term interest rates and government bond term premia remaining below historical averages,
The builder’s guide to Bitcoin
Uncommon truths Looking at global stock indices, you wouldn’t know there had been a global pandemic and recession during 2020. On the other hand, gold bears witness to the problems and Bitcoin has recently taken up the mantle. Applying our
Global IG: don’t underestimate changed behaviours
Global Perspectives 2021 We came into 2020 on the back of one of the longest expansion phases ever, with increasingly loose monetary policy extending the growth cycle. Because of that growth and low interest rates, companies had been gearing up
Repositioning Portfolios for a Brave New World
Monthly Investment Outlook – December Key points Downside risks weigh on Q4 growth in several countries due to rising contagion and pressure on hospitals; European activity should contract in Q4, and a parallel slowdown is expected in the US, while
Global Asset Allocation: The View From Emea
December 2020 Digging for Value Promising news on COVID-19 vaccines has triggered optimism for a return to normal next year, buoying deeply cyclical segments of the market that have been the hardest hit by shutdowns. November saw a strong rebound
Uncovering Opportunities in Noninvestment‑Grade Credit
T. Rowe Price Insights on Global Fixed Income Credit analysis can reveal value in bank loans, high yield bonds High yield bonds and bank loans (or leveraged loans) represent two forms of noninvestment‑grade credit exposure. Both sectors have various strengths and risks
Emerging market debt outlook for 2021
Investment Insights 2020 was a volatile year for emerging markets (EM). EM debt faced underperformance during the first half of the year, a sharp retracement and outperformance relative to developed markets during the early summer, and subsequent bouts of intermittent
Seizing the new reality
Outlook 2021 Fidelity International’s outlook for the global economy, multi asset, equities, fixed income and real estate If you are reading this, then you’ve lived through one of the most volatile periods in market history. The year to come may
As the Pandemic Surges, Global Economies Will Be Tested Anew
2021 Global Market Outlook COVID-19 has severely tested the global economy and markets in 2020. Aided by unprecedented monetary and fiscal stimulus, markets responded with surprising resilience. Equity valuations are critically dependent on whether a combination of treatments and vaccines
Asia ex‑Japan: Constructive Outlook for Equities in 2021
T. Rowe Price Insights on International Equities High‑quality growth businesses on reasonable multiples. Our views remain constructive on the medium- to longer-term outlook for Asia ex‑Japan equities. Even as global growth may be slower to recover than earlier hoped for,
Managing to the Other Side
2021 Global Market Oultook New vaccines could accelerate recovery, boost cyclical sectors The 2020 global pandemic tested the ability of companies and investors to manage their way through an unforeseen and dangerous period. However, T. Rowe Price investment leaders believe the other side
Global Perspectives 2021
Markets | December 2020 Seek income in credit products. The US Federal Reserve’s aggressive response to the coronavirus pandemic has driven yields on safe-haven debt to near zero, leaving “low-risk” portfolios increasingly susceptible to interest rate-driven price volatility. We believe
Columbia Threadneedle Investments – Webinar – Spotlight on The world after Covid-19
Webinar – Spotlight on The world after Covid-19 The COVID-19 pandemic sparked yet another period of outperformance for quality growth companies. However, with mass vaccination now on the horizon, will this just be the catalyst for the long-rumoured resurgence of
Global corporate bonds Q&A with Damir Bettini: a time for selectivity and stringent credit analysis
Investment Insights Key takeaways Global corporate bonds have recovered strongly since the peak of the sell-off experienced in March. With credit spreads having tightened considerably since then, I believe the rally was justified for technical reasons due to unprecedented levels
Emerging market investing: Allocation to the fastest-growing markets
Investment Insights While each crisis is different, what is striking about this global pandemic is that (excluding China) the impact on emerging market assets appears to be more dire than the spread of the virus itself to those countries. The
Risky assets receive a shot in the arm
Multi Asset Monthly – Global Strategy Economic outlook A renewed surge in detected virus cases has led several, mainly European, governments to take additional measures to restrict mobility and to impose soft lockdowns. This has impacted the path of the
Knowns and unknowns after a tumultuous year
CIO EMEA outlook 2021 At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic. In March,
Emerging markets: Into the new decade
Investment Insights Coronavirus-induced lockdowns have wreaked havoc on the global economy. Among emerging and developing countries, those that are heavily dependent on global trade, tourism, commodity exports, and external financing are likely to be the hardest hit, according to the
Looking Ahead to a Brave New World
Monthly Investment Outlook – December Key points Downside risks weigh on Q4 growth in several countries due to rising contagion and pressure on hospitals; European activity should contract in Q4, and a parallel slowdown is expected in the US, while
T. Rowe Price – Webinar – 2021 Global Credit Outlook with Justin Gerbereux
Webinar – 2021 Global Credit Outlook with Justin Gerbereux Not since the Global Financial Crisis have corporate bond investors faced such a rollercoaster of selloffs and rallies, not to mention a wave of ‘fallen angels’ and credit defaults. As we
Highlights of the past weeks: It’s Outlook season!
#48 + #49 Before we look at the past two weeks, let’s take a quick look at upcoming webinars. Tomorrow, T. Rowe Price hosts an outlook webinar “Global Market Outlook: Managing to the Other Side” (9 December, 5 pm CEST).
Five Reasons Why Investors Should Consider EM Local Bonds
T. Rowe Price Insights on Global Fixed Income With investors struggling to find much‑needed yield for their portfolios, we believe a strong opportunity remains within emerging market (EM) local bonds. The yields on offer from a number of EM local
Why the Future Now Looks Brighter for Value Investing
T. Rowe Price Insights on Global Equities The growth versus value style debate intensified as the dominance of “growth” accelerated during the coronavirus pandemic. Value investing has remained deeply out of favor, but we sense the dynamics are changing and
Central Banks Are Not Out of Ammunition Yet
T. Rowe Price Insights from our Global Fixed Income Team How the prospect of further monetary easing could impact bond markets. Central banks are not done yet. With economic recoveries under threat, several developed market central banks, including the European
Global gold-backed ETFs: A popular gateway to the gold market
Global gold ETFs: A popular gateway to the gold market Gold-backed exchange-traded funds and similar products (gold ETFs)1 have flourished since their introduction in 2003, attracting both institutional and retail investors across the globe.2 Recently, gold has become globally accepted
Investment Outlook 2021 – Legacy of the Lockdowns
Investment Outlook 2021 – Legacy of the Lockdowns TAKEAWAYS The global economy faced a crisis of unprecedented magnitude following the coronavirus pandemic lockdowns. A sharp global contraction in early 2020, and possible renewed dip in Europe in the fourth
There’s No Place Like Housing
Global Asset Allocation: The View from EMEA Blue Ripple? A Biden presidency, with Republicans maintaining control of the Senate, is a possible outcome of the US elections. Most polls heading into the election were predicting the possibility of a ‘Blue
Stimulus-focused recovery remains fragile
House View The global economy is recovering from the economic fallout in the first half of the year. The lockdown measures have caused a sharp deceleration in economic activities in the manufacturing and services sectors in the first half of
Capital Group – Webinar – Global corporate bonds: a time for selectivity and stringent credit analysis
Webinar – Global corporate bonds: a time for selectivity and stringent credit analysis Global credit markets have recovered strongly since the peak of the sell-off experienced in March. With credit spreads having tightened considerably since then, how attractive are the
Long-Term Capital Market Assumptions
2021 | 25th annual edition Time-tested projections to build stronger portfolios A global pandemic can shift our perspective, making it more difficult to focus on the future. But, of course, this is the essential task of any long-term investor, regardless
Forecasts Q4 2020
"After this year’s deep contraction, the global economy is primed to rebound strongly in 2021, although the nature of the recovery will differ by sector and region."
Quarterly macro and market insights
From Capital Group’s fixed income team The global economy has stabilised sooner than had been anticipated. Unprecedented fiscal and monetary policy responses have helped, though pre-COVID economic levels may still not be recovered for another one to three years. The
The economy is deglobalizing, should my portfolio too?
Global Investing Of course, the impact of next week’s elections in the US goes well beyond the economic and financial realm, but from our narrow angle, we will follow the results across two dimensions. One is volatility: whether a winner
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The Biden administration is letting the DOL’s latest rule go into effect. Learn what this decision may mean for 401(k) professionals. https://bit.ly/3stCXPG #dolrule #dolfiduciaryrule #retirementplanprofessionals #retirementplanregulations #retirementplans
Compliance professionals in private banks have adopted new digital technologies to keep their skills and methods up to date. For more details from our Group Head of Risks & Compliance #Raoul_Jacot_Descombes, read his article in @letemps.
"A year after the #Covid19 outbreak triggered widespread social and economic upheaval, #Asia is emerging out of the crisis stronger and with greater influence on the world stage, pulling the ..." Read more by @PictetAM_NL on @Opinio_Pro -> https://www.opiniopro.com/2021/02/pictet-asset-management/new-asian-century-post-pandemic-opportunity/
