Tuesday 07 April 2020
Podcast, Research / Market
The pandemic hit the USA, now the new epicentre of the storm. Fiscal and monetary stimulus came fast and in huge volumes to support the economy. The recession is already priced by the US market but opportunities can be cought for long-term investors. Dominique Carrel-Billiard, Head of Institutional and Corporate clients division, takes the micro to interview Monica Defend, Global Head of Research and Ken Taubes, CIO of US investment management, for this new episode focusing on the USA. What are the macroeconomic analysis key take aways? Which themes to play in both equities and fixed income markets? Our experts give you the answers.
Blue Convictions - SPECIAL COVID-19 ep#3 - A game of cycles
The world is now entirely racing for time against the Covid-19.Three cycles are under watch: the pandemic cycle, the financial cycle and the real economy cycle.
Blue Convictions - SPECIAL COVID-19 ep#4 - Some light in the fixed income space
Volatility will remain for a while in the equity and fixed income worlds. However, thanks to the action and coordination of central banks, massive debt issuance in Europe and in the US eased trading for both buying and selling sides.
Blue Convictions - SPECIAL COVID-19 ep#6 - Emerging markets: a lower pressure on outflows
In terms of market pressure, the worst seems behind us concerning the emerging markets. Markets are appreciating the stimulus put in place around the world by central banks, the IMF and the World Bank.