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261 insights found
R-rate risk rise
Equities sold off this week as it became clear that the path to normalisation is not an easy one. Infection rates are rising in many parts of the United States and emerging markets, even while they a ...
A motionless journey: From CFA franc to eco
The West African Economic Monetary Union countries and France have reached a set of reforms modernising the functioning of the franc zone, an area of monetary cooperation in West Africa. The previous ...
China: Fuelling recovery with an extra policy kick
COVID-19 has dealt a serious blow to China’s economy and forced Beijing to substantially change its economic plans at this year’s National People’s Congress. The latter includes prioritising job stab ...
Back for good?
The ECB and the German government added to policy support in Europe this week. This further fuelled the cyclical risk-on behaviour of markets. Returns are positively skewed, and dispersion has fallen ...
COVID-19 update: US policy response
The effectiveness and impact of the US policy response.
Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge fr ...
Multi-Asset Investments Views - June 2020 - The speed and shape of the recovery
Something for every view
The future is always unpredictable but when the recent past has been so strange the outlook is even more clouded. That makes investment decision making hard and trying to assess whether markets are a ...
Emerging markets under COVID-19
Developing nations face multiple shocks with uneven ammunition