COVID-19: Perspectives On The Road To Recovery

Portfolio managers from DNCA, Harris Associates, Loomis Sayles, Mirova, Ostrum, Seeyond and Themtics AM provide their perspectives on the road to recovery.

  • May 14, 2020
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Crisis & Recovery: What Economic and Epidemic Models Are Telling Us

Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.

Coronavirus and Inflation: Pricing the Pandemic

COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?

View from Washington: How Might COVID-19 Impact Election Season?

VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.

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A Year of Geopolitical Détente or Danger? Global Outlook 2020

Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.

5 Value Ideas from David Herro: Equity Outlook 2020

Value recovery under way, Brexit discounts, and European banks’ attractive yields are covered by David Herro, CIO – International Equities, Harris Associates.

Expansion & Valuations Favor Developing World: Emerging Markets Outlook 2020

Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.

Why a Recession May Not Be Imminent

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

US-China Phase One: What It Could Mean for Investors

A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.

2019 Oil Markets Outlook

How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.

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From the Summit: The Future of Europe

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

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The State of Global Retirement Security

Our market strategists share insight into the state of retirement security today based on the results of the 2018 Global Retirement Index.