158 insights found
May investment strategy - Economies begin to emerge
The speed of the post lockdown recovery will be partly dependent on how the “saving overhang” is spent.
Emerging markets under COVID-19
Developing nations face multiple shocks with uneven ammunition
Asia supply chains: a potential shock to growth
Small, open economies such as Singapore, Vietnam and Malaysia are the most exposed to final demand from the US, Europe and China. This makes them the most vulnerable to the coronavirus growth interru ...
COVID-19 Update: Labour market deterioration to dampen rebound
Different labour market policies result in different recovery shapes.
COVID-19, economic stimulus and monetary policy... How is Japan responding to the crisis?
Until recently, in relative terms at least, Japan has not been as heavily impacted by the spread of the coronavirus pandemic.
How short duration bond strategies could help navigate coronavirus volatility
Central banks and governments around the world have put in place unprecedented monetary and fiscal stimulus for countries hit by the coronavirus pandemic.
April Investment Strategy - Slowly out of limbo
The first goal of the lockdown was to re-create some capacity in the healthcare system so that a potential relapse in the pandemic would be more manageable.
Bear market playbook
The rapid spread of coronavirus across the world has created a sharp drop in demand in the global economy, pushing stocks into a bear market after one of the longest bull markets in recent financial ...
COVID-19 Update: The drop in activity, the shape of recovery
As the total number of coronavirus cases approaches 1.5mn and lockdowns extend across many countries, we present our updated thoughts on the virus’s impact on economies worldwide.