Anatomy of a liquidity lockdown

In this animated infographic we look back to the deep freeze in bond markets in the first quarter of 2020 to understand what caused the liquidity lockdown – and what was done to solve it.

NOW AVAILABLE – Q3 OUTLOOK

Vantage Point: Alphabet Soup

Since the last edition of Vantage Point, Covid-19 has wreaked both human and economic devastation on the world. In this edition, we look back at what we’ve been through, look ahead to what might happen, assess the monetary and fiscal policy response, analyze the impact on markets and finally draw some broad investment conclusions in what is a highly uncertain and rapidly-evolving situation.

Our MarketEye blog

QE in the time of Covid-19

Unusually high levels of quantitative easing (QE) have helped stabilise markets in the pandemic but could risk buoying future inflation.  

Are we heading for a U-bend recovery?

While some market hopes of a rapid V-shaped recovery persist, US unemployment figures and other global economic indicators suggest a longer, slower U-bend shaped recovery is more likely. 

Future2024: Is your asset allocation future-proof?

Artificial intelligence and climate change are already beginning to radically transform asset management.

To understand how, download our full report

Blue and white abstract wall with geometrical shapes

European Brexit FAQs