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By: David Bianco
Sector Strategy: Alpha from the middle
By: Martin Moryson
Markets can largely expect policy continuity
Much too much food is still being wasted globally. This is an unbearable situation for many reasons. Investors have plenty of incentives to address the problem.
How to think through both the long- and the short-term implications of Covid-19 for markets, the economy and forecasting: What we have learned so far.
What to make of Monday's market turmoil
Comparing the current situation to the oil shocks of the 1970s suggests that these are very different phenomena.
Prices of goods have recently risen faster than those of services, for the first time in 25 years. We think this special Covid trend will turn around again soon. A pity, actually.
By: Stefan Kreuzkamp
Markets have come well through summer as companies made decent profits and interest yields remained ultra-low. The conditions are good for equities.
All forecasts at a glance
The markets easily withstood many adversities in the summer. In the coming twelve months equities and real estate remain our favorites, though their potential returns are only moderate.
U.S. delinquencies have been surprisingly low throughout the pandemic. Do not expect them to spike any time soon.
S&P 12-month target 4600: Climb continues on digitally powered EPS growth
By: Elke Speidel-Walz
A more complex relationship with a global impact