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There are signs of recovery in various parts of the global economy, starting in May, after the depressive dip imposed by COVID-19.
Global growth prospects are deteriorating. Instead of a V-shaped recovery in the 2nd quarter, advanced economies will face historical carnage and a prolonged contraction.
Equity factor performance has been riding a risk-on/risk-off roller coaster in recent months. Though risk appetite has revived since the March meltdown, an undercurrent of defensiveness persists.

2020 Midyear Checkup: Emerging Themes To Watch

08:36am, Saturday, 18'th Jul 2020
What accounts for the strength of the markets right now? Why China and emerging markets have outperformed North American equity markets in June.
The Trillium ESG Global Equity fund’s thoughtful approach to data and commitment to its principles have paid off, especially lately.
Unless fiscal and monetary authorities provide more stimulus, a key support for the recovery will disappear soon.

The Long Climb To Recovery

03:14am, Wednesday, 15'th Jul 2020
Joachim Fels is our global economic advisor and Anmol Sinha is our fixed income strategist. They explain the factors that could push our baseline outlook into a good or bad scenario.
The JPMorgan Global PMI jumped by a record 11.4 index points in June. Despite the rise, at 47.7, the PMI remained below the no-change 50.0 level to indicate a fifth successive monthly deterioration of
The U.S. has a wealth of businesses that are asset light or price makers in their market.
The details behind the UK’s latest stimulus package. Is inflation a concern? Positive signs in U.S.
Within the U.S, the Institute for Supply Management's (ISM) manufacturing index also climbed above 50 for the first time since before the coronavirus pandemic s
Our base case is that the global economic recovery in its initial stages will be slow and uneven. We assume there will be a gradual easing of lockdowns and a gr

World Markets Update: June 29, 2020

02:02pm, Tuesday, 30'th Jun 2020
All eight indexes on our world watch list posted losses through June 29, 2020. The top performer is China's Shanghai with a loss of 2.90%. Our own S&P 500 is in

The Impact Of Coronavirus On The Global Economy

03:24am, Tuesday, 30'th Jun 2020
COVID-19 brought the global economy to a sudden stop, causing shocks to supply and demand. Emerging markets and other developing countries, in addition to facin
Is the nascent economic recovery V-shaped, U-shaped, L-shaped, W-shaped, square root-shaped, Nike swoosh-shaped or something else entirely? I haven't seen this
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