Multi-Asset

Thematic investing and the Post-COVID world

In the third in our series of virtual mini-forums, we discussed thematic investing post-COVID in one session and the outlook for oil in another.
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Multi-Asset

U.S. Consumers Meet the Stock-Market V-Recovery

Last week we got another strong indication that the economy was catching up with the stock-market optimism when U.S. retail sales rebounded by 18%, reversing a 15% drop in April.
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Multi-Asset

Recovery by 2022? It's fiscally possible

In this session, the debate focused on why the global economy may pull out of COVID-driven recession more quickly than consensus believes.
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