991 insights found

Iggo's insight

27 March 2020

Denial, panic, hope.

We are passing through stages of a global social and economic disaster. The denial of February quickly became the panic of March. Now markets are responding to the massive policy response.

Market thinking

26 March 2020

COVID-19: AXA IM’s market and economic update

The COVID-19 crisis continues to cause significant volatility. This is an exceptional and defining time for the global economy, but policymakers and central banks are taking decisive action to steady ...

Research & Investment Strategy

26 March 2020

March Investment Strategy - Preparing the recovery

The extension of the covid-19 pandemic is forcing a growing number of countries into “lockdowns”, which will have a very significant impact on economic activity since the worst-hit sectors (restauran ...

The Evolving Economy

25 March 2020

The Evolving Economy: How companies are navigating long-term trends

New technologies and demographic shifts have changed the ways that companies behave, as they seek to take advantage of long-term trends. Many have taken steps to adapt the way they operate, and the g ...

MAI views

24 March 2020

Multi-Asset Investments views – April 2020 – COVID 19 crisis: we have reduced our exposure to risky assets as short-term risk are high

Reduction of equity positioning in the short term - Virus related slow-down in Q2 and Q3 of 2020 is pushing the global economy into recession. Earnings should fall heavily

Macrocast

23 March 2020

Relative speed

Focus last week was on the policy response and we will explore this in the next sections, but let’s first assess the damage already quantifiable.

Iggo's insight

20 March 2020

Dark Days

As we all isolate and get used to home video conferences and virtual lunches, there is much to reflect on.

Research & Investment Strategy

18 March 2020

UK reaction : Chancellor announces next steps in "whatever it takes" strategy

Prime Minister Boris Johnson and Chancellor Rishi Sunak held a joint press conference where a further package of economic support was announced for the economy.

Macrocast

17 March 2020

The economics of lockdowns

“Lockdowns” are becoming the norm when dealing with covid-19. They will trigger steep – if hopefully transitory – contractions in GDP.

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