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1595 article(s) found for ""

Splinter is coming
John Roe
Economics

Splinter is coming

While the UK prepares to break away from the EU, the voting age population is evolving. When the...
By John Roe
24 Aug 2017
3 min read
Coronavirus uncertainty
John Roe
Economics

Coronavirus uncertainty

Investors are accustomed to assessing risk, estimating the likelihood of potential outcomes and...
By John Roe
20 Feb 2020
6 min read
The cavalry are coming
Tim Drayson
Economics

The cavalry are coming

As the US begins to quantify the scale of the coronavirus and the potential economic damage, a...
By Tim Drayson
11 Mar 2020
4 min read
Recovery rates
Tim Drayson
Economics

Recovery rates

With a Great Depression sized contraction likely in the second quarter of 2020, the crucial...
By Tim Drayson
25 Mar 2020
4 min read
Should investors expect asymptomatic relief?
Martin Dietz
Economics

Should investors expect asymptomatic relief?

Concern about COVID-19 continues to grow, but as disciplined investors we must consider the...
By Martin Dietz
27 Mar 2020
3 min read
Don't fight the Fed
Christopher Jeffery
Economics

Don't fight the Fed

The fiscal and monetary response to the COVID-19 pandemic has been fast and furious. Nowhere has...
By Christopher Jeffery
31 Mar 2020
4 min read
COVID-19: markets are overly sanguine
John Roe
Economics

COVID-19: markets are overly sanguine

I recently discussed on Bloomberg why we think the market is placing too much confidence in when...
By John Roe
15 Apr 2020
7 min read
Spain’s second wave: how worried should we be?
James Carrick
Economics

Spain’s second wave: how worried should we be?

Increased testing indicates we’re earlier in the cycle than caseload numbers alone suggest. But...
By James Carrick
28 Aug 2020
3 min read
The 1.9 trillion dollar question
LGIM
Economics

The 1.9 trillion dollar question

The S&P 500 index is roughly flat over the past month. Does this imply that not much has changed ...
By LGIM
10 Mar 2021
3 min read
Standing up economic, market data via alternative sources
John Roe
Economics

Standing up economic, market data via alternative sources

Unconventional datasets can help us challenge conventional thinking about economic and market...
By John Roe
01 Apr 2021
2 min read