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Market Outlooks
Global Weekly Commentary: UK: a case study in virus dynamics
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We zero in on the UK this week to highlight the three main signposts we use to assess the impact of the coronavirus: the pace of the economic restart, the state of policy support and evidence of permanent economic damage.
Market Outlooks
Global Weekly Commentary: U.S. election through a sectoral lens
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The potential outcomes of the November U.S. election could have starkly different policy ramifications, as we argued last week.
Market Outlooks
Global Weekly Commentary: A consequential election
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The U.S. election is taking place against a historic backdrop of a pandemic, recession and domestic strife. The outcome could have significant implications for key policy areas: fiscal stimulus, public investment, taxation, regulation and foreign affairs.
Market Outlooks
Global Weekly Commentary: Greater inflation risks ahead
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We see a higher inflation regime in the medium term after a decade of inflation persistently undershooting central bank targets.
Market Outlooks
Global Weekly Commentary: Why we stay moderately pro-risk
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The broad macro backdrop has been improving, risk assets have rallied a long way, and increasing market volatility points to risks that investors will need to navigate as the U.S. presidential election draws closer.
Market Outlooks
Global Weekly Commentary: Changing credit views amid volatility
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Markets have rallied sharply from their virus lows, driven by the policy revolution and economic restart.
Market Outlooks
Global Weekly Commentary: Strategic views for a post-Covid world
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The pandemic has sped up key structural trends and triggered substantial market swings, precipitating an urgent need to rethink strategic asset allocations.