#28 A variety of webinars were hosted this past week and next week a few interesting are coming up. Therefore, before we tell you the best read research of week 28, we will highlight two webinars. Last Thursday, Eurizon AM
Our new macroeconomic scenario is based on theoretical analysis of previous flu epidemics and not on the general equilibrium models used by international institutions. We forecast a less pronounced decline in activity in 2020 but also a weaker rebound in
Economic data is coming in stronger than expected. The better data is to some extent just a reflection of improvement from a low base – but on the other hand, it is confirmation that the worse of the economic contraction
Economic overview We are downgrading our forecast for global growth once more to reflect the weakness seen in the first quarter. Overall we see global activity falling 5.4% this year, a deeper contraction than our previous forecast of -2.9% and
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
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 …
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
Real estate investing in a post-coronavirus world Macro backdrop: GFC pales in comparison to the Great Lockdown The last 30 years of cap rate compression is likely over given the very low interest rate environment. Next decade is likely to
The virus shock is accelerating key structural trends. We update our three investment themes and investment views against this backdrop. We are tracking the interplay of containment measures and mobility changes on activity as economies have started to reopen. Markets
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 – Mid-year outlook 2020 digital event: How will the recovery take shape? Mid-year outlook 2020 How will the recovery take shape? D A T E Tuesday 30 June 2020, 10.30 – 11.30 A G E N D A
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 …
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
In the face of what we expect to be the deepest global recession in living memory (by far), equity markets are running with their eyes wide shut into what feels like a trap: they are focusing on policy support and
Key takeaways Because this economic decline is policy driven, a solid recovery is likely as lockdowns end. Easy monetary policy, aggressive fiscal policy and zerobound interest rates should continue to support equity markets. Low growth and inflation suggest that the
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
2020 Midyear Outlook key takeaways: Macro:Recoveries have been longer and stronger than downturns. Equitie: Companies will drive the next recovery. Fixed income: Core strength is paying off.
We entered 2020 with expectations of substantially lower, but positive, beta returns following a near-ideal year for asset returns across the xed income spectrum. As the coronavirus took hold and benign economic expectations gave way to severe disruptions, March saw
At the start of this year, last year’s recessionary fears were being forgotten: risk assets had rallied in the fourth quarter, with rosier economic data shining through in January and February. Enter the coronavirus. Amid the turmoil, we kept our
Equity markets experienced the sharpest drop since the global nancial crisis amid shuttered businesses, decimated consumer condence, and unprecedented uncertainties about the outlook. Markets were “disrupted but not derailed,” due to swift actions from governments and the major central banks,
#24 Last Tuesday was a populair day for webinars. Five were hosted about very different subjects: Alpha Research hosted a webinar about the Subscription Economy, together with Thematics AM, and Eurizon AM hosted a webinar called “Opportunity Outlook for RMB
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 …
Multi Asset Monthly With economies gradually reopening, the worst of the drop in growth seems to be behind us, even if the rebound in consumption is lagging behind the bounce in industrial production. The shape of the recovery still remains
"#US #Policy-makers looking for a plan B" -> https://www.opiniopro.com/2020/07/axa/us-policy-makers-looking-for-a-plan-b/
"#Stocks began last week on a strong note" -> https://www.opiniopro.com/2020/07/t-rowe-price/stocks-began-last-week-on-a-strong-note/ #weekly #market #recap
"The rising #challenge of #sustainability #fraud" -> https://www.opiniopro.com/2020/07/opiniopro-selection/the-rising-challenge-of-sustainability-fraud/
"Lessons from Japan" -> https://www.opiniopro.com/2020/07/financial-partners/lessons-from-japan/
"#US #Presidential #Election Comes into Focus" -> https://www.opiniopro.com/2020/07/ubp/us-presidential-election-comes-into-focus/
