Archive

Results: 772 Matches

Apr 09, 2020 Macro

Beyond official U.S. unemployment rates

How shocking is the deterioration in the U.S. labor market? We take a first stab at calculating a hidden unemployment rate to put recent job losses into perspective.

Macro
Apr 09, 2020 Equities

Americas CIO View

By: David Bianco

Corporate America: Float baby float

Equities
Apr 06, 2020 ESG

How Covid-19 could shape the ESG landscape for years to come

By: Michael Lewis, Murray Birt

From more rigorous integration of social issues into the investment process to the strategic case for sustainable investments.

ESG
Apr 06, 2020 ESG

Normative judgments

By: Petra Pflaum

How assessing norm violations in a portfolio context could help avoid risks

ESG, Equities, Multi Asset, Macro
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?

Equities, Macro
Apr 03, 2020 Equities

Americas CIO View

By: David Bianco

Compelling equity valuations on last year’s earnings

Equities
Apr 02, 2020 Macro

Coronavirus: Deep recession, but no depression

By: Martin Moryson

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

Macro, Politics
Apr 02, 2020 Macro

Investment Traffic Lights

In March the longest U.S. bull market finally ended. And was almost forgotten as the coronavirus pandemic, trillions in monetary and fiscal stimulus, and curfews took over.

Fixed Income, Equities, Multi Asset
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?

Macro, Politics
Mar 27, 2020 Macro Outlook

Nasty business

By: Johannes Müller

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

Macro, Politics
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.

Mar 26, 2020 Macro

2020 – coronavirus reversal and rebound

By: Stefan Kreuzkamp

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

Fixed Income, Equities, Multi Asset, Alternatives
Mar 26, 2020 Macro

The response to the Coronavirus epidemic

By: Andrew Pidden, Priscilla Lu

As long term investors we believe in investing where there is demand and critical need and long-term drivers of growth.

ESG
Mar 24, 2020 Equities

Americas CIO View

By: David Bianco

Cutting to Crisis Forecasts: 2020E S&P 500 EPS 125 dollars

Equities
Mar 24, 2020

Money-Market Perspectives

By: Geoffrey Gibbs

The Fed and money-market funds

Central banks
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