Back to normal. But what is normal?

The record market slide has been followed by record-breaking stimulus – and a superfast rally. The economy is yet to follow.

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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.

Jun 19, 2020 Fixed Income

Almost back to normal

We do not expect much from government bonds for the time being. Our focus remains on corporate and emerging-market bonds.

Jun 15, 2020 Central banks

At a turning point

Five months into the Covid pandemic, there are signs of improvements. The risk of setbacks remains high, however.

Jun 10, 2020 Forecasts

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