991 insights found
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.
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 ...
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 ...
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 ...
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
23 March 2020
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.
20 March 2020
As we all isolate and get used to home video conferences and virtual lunches, there is much to reflect on.
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.
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.