All Global articles – Page 124
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White papersHow Could Covid-19 Affect 5G?
The way we live, work and learn has shifted markedly since the Covid-19 outbreak. With greater reliance on online resources, we see an increased demand for faster network speeds that could be enabled by 5G. How could the pandemic affect 5G rollouts? Where are the opportunities? Watch YT Boon, Director of Research – Asia, as he shares his insights on the demand for this service.
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White papersAudio Insight: The Course of COVID-19
Terri Towers, Senior Healthcare Research Analyst looks at the current progression of the COVID-19 pandemic as well as her views on inflection points and treatment timelines.
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White papersHow we invest in farmland: An introduction to Nuveen’s global agricultural sustainability approach
The world’s population continues to expand — reaching 6 billion at the dawn of the 21st Century and nearly 10 billion projected by 2050. Exploding population and rising protein consumption are driving the need for more efficient agriculture to meet rising global demand for food, animal feed, clothing fiber, biofuels and other farm products.
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White papersMarch Macro Dashboard
The global economy is in the throes of a recession as it battles COVID-19. GDP growth across the Eurozone and U.K. is set to contract in the second quarter. While China is beginning to lift restrictions, Japan is only beginning to crack down on social distancing as cases rise.
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White papersMarket stability improves, but portfolio questions remain
At this point, it appears the worst of the panic selling across global financial markets may be behind us. Thanks in large part to widespread stimulus measures, market liquidity has been returning, but investors remain unsure of how to structure and rebalance their portfolios.
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White papersCovid-19 fixed income update - Market and economic effects of Covid-19 coronavirus
Last week was another astonishing week for global markets, as the impact of Covid-19 spreads through populations and economies worldwide. Global cases have now reached 723,4341 and several new countries have entered lock-down, including the UK.
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White papersHave We Reached Herd Immunity?
Our chief data scientist explains what the data is saying about the spread of COVID-19.
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White papersMarket weekly – Some calm after the storm
As a semblance of calm returns to financial markets, Guillermo Felices, head of research and strategy for Multi-Asset and Quantitative Solutions (MAQS), and Dominick DeAlto, chief investment officer fixed income, discuss potential opportunities and the risks ahead for investors.
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White papersHigh Yield: Navigating COVID-19
Barings’ Martin Horne puts the recent volatility in high yield markets into context and describes how the Barings team is both managing risks and finding value opportunities through the crisis.
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White papersSharpe Thinking: how will banks respond to the coronavirus crisis?
What’s moving the investment landscape? In these turbulent markets, we bring you views from our portfolio managers, analysts and economists, delivered by our Investment Office – an independent body ensuring that our investment teams perform in the best interest of clients.
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White papersGlobal Investment Views - April 2020
Markets (financial cycle) are leading the economic cycle and will bottom out before the end of the coronavirus pandemic. However, they would stabilise once reassured on three points: the cyclical pattern of the pandemic, the tactics of fiscal and monetary authorities and the short end of the credit curve.
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White papersSafety First
After a big sell-off, many fear missing the rebound—but we expect more volatility and think the time for opportunism will come later.
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White papersModern Monetary Theory (MMT): from theory to practice
First, the sanitary situation: still worrying. The total numbers of recorded Covid-19 cases is now over half a million, and the number of deaths close to 25k. Contagion from east to west continues, with the US now the center of attention: the country has more reported cases than China. The total number of cases (world) has grown at an average daily pace of 13% in the week to 26 March, 5 points faster than the previous week.
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White papersAre We Fighting The Last War?
Government economic response to the global crisis will have to be larger and more creative than ever.
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White papersBond investing in uncertain times – stay invested
The economic impact of Covid-19 will be significant in the near term but will take time to show up in the standard economic dataset. The response of fiscal and monetary policy is critical to stabilising financial conditions and instilling confidence.
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White papersGlobal equities: market volatility update
Concerns around coronavirus have been felt in global equity markets for more than a month now. However, things escalated last week, with the steep sell-off in oil further compounding fear around the recessionary impact of the virus.
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White papersEconomic and Real Estate Outlook in Context of Covid-19
An initial analysis of high frequency data suggests that the world economy is going to experience a recession in first half of 2020 with some hope that the second half may improve given data related to China is starting to show stabilization and growth.
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White papersMarket weekly – this policy response can turn the tide
After a week of unprecedented central bank interventions in financial markets, Richard Barwell, global head of macroeconomic research, and Denis Panel, chief investment officer for multi-asset and quantitative solutions (MAQS), discuss the state of markets at the opening in Europe on Monday 23 March 2020.
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White papersGlobal High Yield Market Update – March 2020
In this video update from Senior Portfolio Manager, Vivek Bommi, we review conditions across global non-investment grade bond markets and offer our outlook for the asset class.
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White papersUsing Data Science to Bring Order to the Disruption
Michael Recce, Chief Data Scientist, discusses the data sets his team is analyzing to help us look at trends that may give some insight on the path for a return to normalcy in both public health and the economy.
