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Multi-Asset

Second-Wave Headlines Make Investors More Nervous than Consumers

Since the middle of June, the world has seen a spike in COVID cases in some cities and U.S. states, which has caused renewed market volatility.
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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
July 2020
Second-Wave Headlines Make Investors More Nervous than Consumers Since the middle of June, the world has seen a spike in COVID cases in some cities and U.S. states, which has caused renewed market volatility.
READ MORE
Multi-Asset
June 2020
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.
READ MORE
Multi-Asset
June 2020
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.
READ MORE
Multi-Asset
June 2020
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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Multi-Asset
June 2020
Off the Lows, but Seatbelt Fastened An increasing number of indicators are confirming that the worst of the March-April economic contraction is behind us, but equity prices did not wait to see a bottom in economic activity and earnings before bouncing off their lows.
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Multi-Asset
June 2020
June MAST Commentary: From Walking Near the Brink to Having Eyes on the Top Investors have their eyes on economic and earnings normalization into 2021 and 2022, which, coupled with near-zero interest rates, is contributing to elevated forward multiples.
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Responsible Investing
June 2020
Modern slavery: Engagement update In our last Viewpoint about modern slavery, we highlighted that as long-term investors, we encourage companies – particularly those in high-risk sectors – to identify and manage modern slavery risks.
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Multi-Asset
June 2020
Returning to normal in the COVID-19 era Cases and deaths in the U.S. and Canada continue to drop as businesses continue to reopen, underpinning recent risk-on sentiment
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Multi-Asset
June 2020
Quantitative easing: Gargantuan central banks monetizing fiscal stimulus Monetary and fiscal policy are on a mission to rescue the economy and confidence, but it’s coming at a steep cost.
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International and Global
June 2020
The biggest threat to a quick recovery is a second wave of the virus The economic discussion has firmly shifted from an assessment of the damage inflicted by Covid-19 related lockdowns, to questions surrounding the speed and strength of the recovery following reopening.
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Multi-Asset
May 2020
U.S. policy: Pandemic puts the heat on China while tech regulation simmers We focus on four areas of U.S. policy crucial to our near-term economic outlook: fiscal stimulus, U.S.-China relations, regulation of technology companies and the 2020 U.S. elections.
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Responsible Investing
May 2020
Sustainable Banking in the ASEAN region
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