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Market Wraps
coronavirus
Latest news and analysis on coronavirus
Macro
March 25, 2020 07:56
Updated COVID-19 Deaths/Forecasts
Enclosed for your benefit are screen-shots from our proprietary COVID-19 tracking and forecasting systems, which are updated live every 15 minutes. To understand the...
Christopher Joye
Coolabah Capital
March 25, 2020 07:56
Macro
March 24, 2020 13:25
What could a recovery look like?
What does the world look like in 2022? It’s a guidepost that’s driving Capital Group Vice Chairman Rob Lovelace as markets remain volatile and the world copes with...
Matt Reynolds
Capital Group
March 24, 2020 13:25
Macro
March 24, 2020 09:56
How fast is China getting back to work?
Markets have become considerably more volatile after a surprise ‘price war’ erupted in the oil market. This occurred after Russia refused Saudi...
Rishi Patel
BMO
March 24, 2020 09:56
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Macro
March 23, 2020 19:18
Peak Virus: Forecasting the Peak in COVID-19 Infections in the US and Australia
As we move through “peak virus”, our team has spent time reflecting on significant trigger points that might precipitate fundamental changes in future market...
Christopher Joye
Coolabah Capital
March 23, 2020 19:18
Macro
March 23, 2020 15:35
How should you think about cash?
One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied...
Tim Kelley
Montgomery Investment Management
March 23, 2020 15:35
Education
March 23, 2020 15:05
Why the worst is behind China
Escaping the trade wars that defined the end of 2019, Asian markets were met with yet another challenge in 2020 – COVID-19. Asian markets took the hit from COVID-19...
Joohee An
Mirae Asset Management
March 23, 2020 15:05
Macro
March 23, 2020 12:04
Welcome to The Great Depression 2.0
In his masterpiece, The World in Depression, Charles A. Kindleberger concludes the major cause of the Great Depression was a paralysis of leadership caused by the...
David Llewellyn-Smith
Nucleus Wealth
March 23, 2020 12:04
Macro
March 23, 2020 10:01
COVID-19’s spread continues to accelerate
“There are decades where nothing happens, and there are weeks where decades happen.” — Vladimir LeninAs highlighted on Friday, governments have stepped up around the...
Scott Haslem
LGT Crestone
March 23, 2020 10:01
Macro
March 23, 2020 09:59
Recovery delayed, risks rising
Coronavirus is tightening its grip in the US and Eurozone, where it’s expected to cause significant economic disruption. This has repercussions for Asia Pacific...
abrdn .
abrdn
March 23, 2020 09:59
Asset Allocation
March 21, 2020 09:00
Coronavirus Brings Feast to Distressed Debt Market with Jonathon Rochford | Nucleus Investment
Insights
When we last spoke to Jonathan late last year, he noted that there was hardly any distressed debt on the market for him to buy. Now there's a feast. In today's...
Damien Klassen
Nucleus Wealth
March 21, 2020 09:00
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