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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A growing opportunity set

Covid-19 looks set to further accentuate secular private-equity trends towards add-on activity and sponsor-to-sponsor exits.

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May 08, 2020 Equities

A downturn unlike any other?

Why we remain cautiously optimistic on equities – with a strong emphasis on being cautious!

Apr 28, 2020 Multi Asset

Crisis makes even stronger case for equities

How deep the crisis could be remains uncertain. The size of many aid packages, however, is rather concrete. Equities should be among the relative winners.

Apr 16, 2020 Fixed Income

Coronavirus reshuffles the bond markets

The pandemic is putting pressure on government bonds and making corporate bonds interesting again.

Apr 06, 2020 ESG

Normative judgments

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

Mar 27, 2020 Macro Outlook

Nasty business

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

May 04, 2020 Forecasts

Our forecasts

All forecasts at a glance

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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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