Covid-19
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Investment Talks 29.07.2020 Challenges and opportunities in US Commercial Real Estate
72

Coronavirus is disproportionately affecting different sectors of the US commercial real estate market, and driving major short- and long-term trends that have consequences for investors.

More < 5 minutes
  • 72
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Insights Paper 10.07.2020 Time to play a cyclical recovery in European equity
52

Cyclical conditions are turning more positive for Europe.

More > 10 minutes
  • 52
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Insights Paper 17.06.2020 Covid-19: short-term pain, long-term opportunities for European commercial real estate
74

The Covid-19 crisis now appears to be deeper and more widespread than initially estimated by financial markets, and it is placing a huge strain on the global economy.

More > 10 minutes
  • 74
Emerging Markets: How to unlock the next wave of returns
Insights Paper 19.05.2020 Emerging Markets Charts & Views - Market dislocation creating long-term opportunities
68

Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant negative effects on the economic outlook for EM this year, leading many countries into recession.

More > 10 minutes
  • 68
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Insights Paper 28.04.2020 Covid-19 will redesign sector opportunities amid gradual normalisation and focus on earnings
65

The spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.

More > 10 minutes
  • 65
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Insights Paper 22.04.2020 Revisiting the global high yield outlook in the wake of the COVID-19 pandemic
59

Global HY markets sold off aggressively between February and March in response to the COVID-19 outbreak, the oil price war and the liquidity freeze in some markets.

More > 10 minutes
  • 59

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