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Fixed Income Overview

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Jul 13, 2020 Macro

Dilution Risk in the US Banks

In a report in Apriltthe dilution risk in equities from the economic downturn triggered by the lockdown related to the COVID-19 pandemic was analysed. Now we look at those scenarios using the results of the Federal Reserve’s 2020 stress test of US banks.

Jul 10, 2020 Equities

Hard times and great expectations

Consensus estimates for corporate earnings and economic growth have collapsed since the beginning of the year. Not that you could tell from current share prices.

Jul 08, 2020 CIO View Quarterly

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THE CONTENT PRESENTED HERE IS INTENDED ONLY FOR PROFESSIONAL INVESTORS, E.G. BANKS, INVESTMENT ADVISORS, PENSION FUNDS, INVESTMENT FUNDS, INSURANCE COMPANIES AND SIMILAR LEGAL ENTITIES AND IS NOT INTENDED FOR PRIVATE INVESTORS. BY AGREEING TO THESE TERMS AND CONDITIONS, THE USER CONFIRMS AND ACKNOWLEDGES THAT HE IS ACTING IN HIS CAPACITY AS A PROFESSIONAL INVESTOR OR REPRESENTING A PROFESSIONAL INVESTOR AND IS NOT ACTING AS A PRIVATE INVESTOR.

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