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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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Time for a bit of patience

During the swift rebound since the March lows, equity markets may have gotten a little ahead of themselves.

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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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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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