Ein Gespräch mit Dirk Hoffmann-Becking, Candida de Silva und Vladimir Demine aus dem International Equity Team von Morgan Stanley Investment Management über Investieren in Zeiten von Corona und die Zukunft der Nachhaltigkeit.
William Lock discusses the impact of the latest global crisis and portfolio resilience in light of the coronavirus pandemic.
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
Having increased the equity allocation in our portfolios in late May, we have also identified a number of tactical opportunities in the fixed income space. In this week’s update we discuss each investment idea which led to these position changes:
Wenn wir in den nächsten Jahren auf COVID-19 und seine weltweiten Auswirkungen zurückblicken, könnten wir feststellen, dass William Hague (der ehemalige Vorsitzende der britischen Konservative) Recht hatte, als er sagte, COVID-19 würde bestehende Kräfte und Trends stark beschleunigen.
COVID-19 is a disruption event with enormous personal, societal and economic repercussions, the origins and effects of which are amplified by an increasingly interconnected world. As fixed income investors, we are closely monitoring the near-term and longer-term consequences, and in particular, we are watching six implications of the pandemic for sustainable investing.
Christian Goldsmith, Portfolio Specialist for the GBaR team shares the team’s latest market views with a focus on the impact of coronavirus. Listen now.
Keep credit flowing. The Fed emphasized their extreme actions were necessary to support credit flowing through the economy; both for businesses and consumers.
With the majority of countries still in lockdown, the global economy continues to deteriorate. Although there is the prospect of some countries reopening for business, recovery will take some time.
