2020 – coronavirus reversal and rebound

Covid-19 is the paramount issue. We expect a sharp economic slowdown in the first half of 2020, followed by a subdued rebound.

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Fixed Income Overview

Mar 23, 2020 Macro

Responses to the pandemic

Covid-19 uncertainty cuts both ways. We remain cautiously optimistic that catastrophic outcomes can be avoided, partly due to swift fiscal and monetary-policy responses.

Macro, Central banks, Fixed Income, Equities, Global, Alternatives
Mar 17, 2020 Central banks

How the Fed failed to alleviate market fears

The Fed cuts interest rates to almost zero. Markets seem to interpret this as an act of monetary helplessness. It looks like some policy responses are as scary as the virus itself.

Macro, Central banks, Fixed Income, Equities, Global
Mar 13, 2020 Central banks

ECB standard package on a historical day

Amid severe market collapses, dramatic corona measures and energetic central banks in the UK and United States, the ECB package was somewhat underwhelming.

Fixed Income, Global, Central banks, Equities
Mar 11, 2020 Macro

Adjusting our strategic CIO View forecasts

The global spread of the coronavirus forces us to revise our forecasts. We remain cautiously optimistic that the virus can be contained within the first half of the year.

Macro, Fixed Income, Equities, Alternatives, Multi Asset, Global
Mar 10, 2020 Commodities

Oil-price shock adds to corona worries

The war for market share among oil producers has further tested investors' nerves, which we urge not to lose in these markets.

Fixed Income, Commodities, Global
Mar 06, 2020 Government bonds

That sinking feeling

Even before the Fed cut, real U.S. interest rates had fallen into negative territory. What does this mean.

Fixed Income, Central banks, Americas

Further articles

Apr 03, 2020 Equities

Evaporating earnings?

Corporate-earnings estimates for 2020 are likely to be revised downwards substantially in the coming weeks. How hard could the S&P 500 be hit?

Apr 03, 2020 Equities

Americas CIO View

Compelling equity valuations on last year’s earnings

Apr 02, 2020 Macro

Coronavirus: Deep recession, but no depression

The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.

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CIO View

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