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At Close: Jul 31, 2026

The Great Lockdown Through A Global Lens

03:39am, Thursday, 18'th Jun 2020
Surveying the economic landscape, the sheer scale and severity of the Global Lockdown are striking. For the first time since the Great Depression, both advanced
Global business activity contracted sharply in May, according to the latest PMI business survey data, dropping for a fourth successive month. The JPMorgan Globa

Correction Phase Does Not Appear Over

08:10am, Wednesday, 17'th Jun 2020
All equity markets in the Asia-Pacific region but Japan edged higher today, including China, India, and South Korea, where political/military tensions are eleva
In most developed countries, the strength of their institutions will allow a peaceful resolution to the lockdown dissents. The lower income groups spend a large
While China's drawdown was significantly lower than most markets, Japan and U.S. large-cap equity managers also performed relatively better than other large mar
The megatrends we're focusing on right now are actually being accelerated by the crisis itself, and therefore the long-term structural shifts we've been anticip
COVID-19 is a scary topic, especially because there is significant uncertainty around the primary variables around this pandemic. But a rational assessment of t

Zooming Past Covid-19

12:12pm, Sunday, 19'th Apr 2020
Caught in the throes of one of the most severe pandemics of all times, zooming past Covid-19 seems a distant fantasy. An uncoordinated global response to a syst
PMs discuss the real estate market, global equities, commodities and more. Our portfolio managers continue to look for ways to guard against the looming risks a
U.S. equity valuations over the past decade have risen to record heights while most other major markets have actually seen their own valuations decline. The dol
All in all, the sharp tightening of global financial conditions since the COVID-19 outbreak - together with the dramatic deterioration in the economic outlook h
This is a crisis like no other, and there is substantial uncertainty about its impact on people's lives and livelihoods. The cumulative loss to global GDP over
Data on coal consumption, railcar volumes, air pollution, etc., through early April all suggest China has been able to restore much of its factory output to mor
The first quarter of this year started with expectations of improving global growth and easier financial conditions. It ended with a historic collapse of econom
Ladenburg Thalmann Financial Services Inc. boosted its stake in shares of ALPS Disruptive Technologies ETF (BATS:DTEC) by 6.7% during the fourth quarter, according to the company in its most recent Fo
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