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Market Outlooks
Global Weekly Commentary: Our midyear outlook
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The COVID-19 shock is accelerating structural trends in inequality, globalization, macro policy and sustainability. This is fundamentally reshaping the investment landscape and will be key to investor outcomes.
Market Outlooks
Global Weekly Commentary: Warming up to Europe
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Europe’s policy response to the virus shock was slow to get going – but an impressive array of fiscal and monetary measures is getting into place to bridge the economy through the shock.
Market Outlooks
Global Weekly Commentary: Private markets as diversifiers
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Public markets were at the center of market action as risk assets sold off amid the spreading pandemic and then rebounded amid an overwhelming policy response.
Market Outlooks
Global Weekly Commentary: Policy revolution: What’s next?
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Macroeconomic policy has gone through a needed revolution to cushion the coronavirus shock. It essentially aims to “go direct” and is blurring fiscal and monetary policies.
Market Outlooks
Global Weekly Commentary: China emerges from virus lockdowns
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China’s economy – the first to enter lockdowns and the first to emerge from them – is restarting. We see the economy likely returning to near-trend growth by late 2020, supported by policy stimulus, especially on the monetary front.
Market Outlooks
Global Weekly Commentary: Virus compels a strategic view revamp
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The coronavirus shock is reinforcing structural trends and introducing new ones, such as the policy revolution, surging sustainability wave and accelerating deglobalization. In many ways, the future is arriving fast.
Market Outlooks
Global Weekly Commentary: Looking through the market turmoil
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The coronavirus outbreak is set to deliver a sharp and deep economic shock. Market moves are reminiscent of the 2008 crisis, but we don’t think this is a repeat. Stringent containment and social distancing policies will bring economic activity to a near standstill, but provided aggressive fiscal and monetary policy actions are taken to bridge businesses and households through the shock, activity should return rapidly with little permanent economic damage.