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Market Insights – May 25, 2020

The Q1 earnings season is coming to an end. When you look at how stock markets have risen in recent weeks, it’s hard to believe that US corporates recorded a more than 13% drop in earnings, the sharpest decline since the 2008 financial crisis…

Market Insights – May 18, 2020

COVID-19 is the first real test of the resilience of sustainable investments since the 2008 global financial crisis. And the pandemic has bought to light the materiality of environmental, social and governance (ESG) risks in financial markets…

Market Insights – May 11, 2020

Despite Chairman Thomas Jordan’s denials in Switzerland’s Sunday press, the SNB may have set a new limit for the EUR/CHF exchange rate at 1.05 – at least for the short term. Although financial and forex markets have been extremely volatile since the pandemic hit Europe…

Market Insights – May 4, 2020

As expected, the eurozone economy has fallen into recession, shrinking 3.8% in the first quarter as the lockdown measures brought economic activity to a standstill. This crisis is very different from the one back in 2008…

Market Insights – April 27, 2020

At the start of the year, we thought we could rule out any risk of a US recession, but now that scenario seems unavoidable. The emergence of the coronavirus and its rapid spread have forced governments to take measures that are now weighing heavily on global growth. The markets quickly grasped the scope of the current economic downturn,..

3 steps to face change with serenity

Are you wondering how your life will change in the aftermath of Covid19, how businesses will respond to the economic challenges provoked by the sanitary crisis, or what the sociological impacts will be?

Market Insights – April 20, 2020

China very quickly had to weigh up the economic consequences of maintaining the lockdown and the public health consequences of not doing so. Today it looks like the choice it made was the right one. Of course, it was easier to implement such drastic measures in a country with a tightly controlled economy and previous experience from the Sars epidemic. But the turnaround we’ve seen in Asia…

Market Insights – April 14, 2020

Fears over the COVID-19 outbreak quickly spread to the bond market. Investor sentiment collapsed when the outbreak became a pandemic…

Market Insights – April 6, 2020

Although the global economy is now at a standstill, the most likely scenario is still that it will gradually pick up. Barring a second wave of infections further into the year, the scope of the stimulus measures brought in by developed countries could pave the way for quite a strong recovery in late 2020 and in 2021…