All Commentary articles – Page 136
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Coronavirus – weekly update – 13 May 2020
Worldwide COVID-19 cases crossed the 4.3 million mark and the death toll is closing in on 300,000 as of 13 May. The focus is now increasingly shifting to monitoring new cases and fatalities in a second wave that might follow hot on the heels of exit from lockdown.
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Make the most of the Uncleared Margin Rules extension
On April 3, BCBS-IOSCO announced a one year extension to the final implementation phases of the uncleared margin rules (UMR), citing the ongoing market disruption across the globe resulting from COVID-19. This prompt action still requires approval by local regulators so firms may have to wait for final confirmation of the updated timeline.
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The Asia Pacific region amidst COVID-19
Amidst the COVID-19 outbreak, the Asia Pacific region remains fundamentally resilient for investors looking at capitalising on its structural growth.
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Megatrends: After the Great Lockdown – new business realities and the implications for investors
New Business Realities and the Implications for Investors
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Holistic Liquidity Measures During Covid-19: Supply, Demand, and Market Conditions
In late February and early March 2020, global markets experienced an unprecedented health crisis which increased both economic uncertainty and market volatility.
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Market weekly – Seize the opportunities with active equity strategies
After the recent strong rally in developed equity markets, senior investment strategist Daniel Morris and Guy Davies, chief investment officer active equity strategies, discuss the outlook and where we see opportunities.
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The New Purpose of a Corporation; or, What We’ve Known All Along
Without a doubt, the coronavirus is shaking the financial industry like never before. This is not the first time the world has faced a pandemic of this scale, nor is the first time that policy makers, business leaders and pundits have asked: “Is it different this time around? Are we at a turning point?”
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Investment grade credit: how cheap are credit spreads?
From the middle of February to late March was one of the worst periods of performance for risk markets in general and for investment grade (IG) credit in particular. This was in response to the Covid-19 crisis and was marked by both the speed and extent of the spread widening.
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The Day After #2 - Learn The Rules Like A Pro, So You Can Break Them Like An Artist
The vanishing – and probably for long – of most of the established economic rules is a crucial consequence of the crisis. Liberal democracies were living under these rules since the advent of the “Washington Consensus” and the ideological revolution of the 1980s.
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(Weekly Pandemic) Market Commentary - Exit strategy goes live
Now is a key moment in the Covid-19 crisis, as the lockdowns end. Countries that have opened up early have not seen any significant relapse. But the number of new cases globally has picked up, and selected US States are easing up restrictions too early. V-shaped recovery? Non-sense. Vs ...
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Emerging Markets After The Coronavirus
The investment case appears battered, but even lower returns may look good when the world gets back to normal.
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COVID-19: Do past recessions offer lessons for real estate investors?
Although history offers no magical answers, it can serve as a useful guide in times of extreme uncertainty. Vivienne Bolla and Souad Cherfouh dig into the archives to better understand the effects of recessions on real estate.
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Coronavirus – weekly update – 06 May 2020
As of 6 May, the global COVID-19 case-load has crossed the 3.7 million mark and the number of fatalities exceeds a quarter of a million people. Notwithstanding the usual caution around data comparisons across countries or through time, we highlight the following key features:
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Guiding Principles for an Effective Board - Insights from Engagement
Investors care deeply about how well a company board is functioning. Getting this aspect of governance right makes it more likely that material risks and opportunities will be well managed. It follows that an effective board is best placed to secure a company’s long-term success.
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Opportunities in alternatives: Don’t waste a crisis
Diversification and resilience are key investment attributes for navigating volatile markets and an uncertain economic outlook. Alternative asset classes are a rich source of both. Experts from Nuveen and its affiliates share their views on potential opportunities for institutional investors.
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Coronavirus: Latest outlook for real estate investors
Nuveen Real Estate’s market-leading global research team is working daily to understand and assess the impact of the coronavirus on real estate markets and provide regular global, regional and sector perspectives.
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Economic and Real Estate Outlook in Context of Covid-19 #4
The global economy is slowly preparing to move out of phase 1 (lockdown) towards staggered re opening of key businesses with an emphasis on social distancing measures. The extent of damage to the economy will continue to be tabulated in the coming weeks, but the estimate released by the Bureau of Economic Analysis is real U.S. GDP decreased a whopping 4.8 percent in the first quarter of 2020 following a 2.1 percent increase in the fourth quarter of 2019.
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The day after #1 Covid-19 the invisible hand pointing investors down the road to the 70s
Without a doubt, the Covid-19 pandemic is shaking the financial industry like never before. But this is not the first time the world has faced a pandemic of this scale, nor is it the first time that public policymakers, business leaders and pundits have asked: “Is it different this time around? Are we at a turning point?”.
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Investing today for a better tomorrow
Bonds to help build solar energy farms or finance water reclamation projects… In today’s world, green business is good business. Why not invest where your money can make a positive impact on society and the environment?
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China: Coming out of COVID-19
Looking at the economic outlook for 2020 just a few months ago, there’s no doubt times have changed. Many investors are wondering how to navigate the supply and demand shocks derived from the coronavirus, and questioning, where do we go from here? In this article we focus on COVID-19 impact on China, and how this might trigger an acceleration in the adoption of products or behaviours that some long-term themes will benefit from.