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, Alternative Assets
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
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, 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, Alternative Assets, Multi Asset
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
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

Further articles

Mar 27, 2020 Macro

Governments and central banks, helping largely

The stimulus measures being passed in response to the coronavirus pandemic are unprecedented. However, a recession seems inevitable. Who will ultimately have to bear the costs?

Mar 27, 2020 Macro Outlook

Nasty business

The novel coronavirus has introduced a hefty dose of uncertainty to global growth forecasts

Mar 27, 2020 Macro

Covid-19 and the U.S. labor market

How much should we expect unemployment rates to rise in the aftermath of the coronavirus pandemic? History offers some preliminary pointers.

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CIO View

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