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 – Q4 OUTLOOK
Vantage Point: The fear of fear itself
The Roman alphabet has outlived its usefulness – at least as far as labelling the economic recovery is concerned. Having spent six months talking about ‘V’, ‘U’, ‘W’, ‘L’ and even ‘K’-shaped paths, for this edition we have decided to ditch the letters and go back to a simpler classification. The course of the disease remains the single most important determinant of the kind of economic recovery we get, but we now think a simple ‘good’ or ‘bad’ classification covers everything we need to discuss. We cover this reassessment and its impact on markets and investment conclusions in our new Vantage Point.
Our MarketEye blog
Could Biden boost the US renewables sector?
The presidency of Joe Biden could potentially bring a major new boost to cleaner energy production and ESG friendly policies in the US.
Is the US equity market storing up trouble?
As the US equity market nears its most expensive level from a historical standpoint, is it heading for the late stages of a market ‘bubble’?
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