Archive

Results: 764 Matches

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

Global, 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.

Americas
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, Americas
Mar 24, 2020 Americas

Money-Market Perspectives

By: Geoffrey Gibbs

The Fed and money-market funds

Americas, Central banks
Mar 24, 2020 Commodities

CIO Commodity Commentary

By: Darwei Kung

Commodity-market turmoil

Alternatives, Commodities, Global
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 23, 2020 Macro

U.S. Economic Outlook

By: Christian Scherrmann

The economics of a pandemic

Macro, Americas, Central banks
Mar 20, 2020 Macro

History Lessons - why do markets sell-off and then rebound

By: Francesco Curto, Sarvesh Agrawal

In a nutshell, the answer is fear. The common perception is that collapsing earning expectations during recessions drive share prices. However, they explain only a small part of the price move.

Global, Macro
Mar 20, 2020 Forecasts

Our forecasts

All forecasts at a glance

Currencies, Fixed Income, Macro, Equities
Mar 20, 2020 Equities

The crash from a different perspective

The S&P 500 trades about one third below its high. This means that all price gains since the start of 2017 have disappeared. In 2008/09 much more was wiped out.

Equities, Global
Mar 17, 2020 Equities

Americas CIO View

By: David Bianco

COVID-19 prevention: an unprecedented global economic shock

Equities, Americas
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
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