Blogs - equities

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.


Investors can’t rely on central banks

24 Jun 2020 - Dario Perkins

The bounce in global stock markets since March has been both spectacular and a bit puzzling. Despite widespread gloom among institutional investors about ‘fundamentals’ – concerning both the macro outlook and the.

#Central Banks #Federal Reserve #Liquidity #Equities #Dario Perkins #Fiscal Policy #coronavirus #bear market #policymaker #macro economy #investors

COVID-19 and secular stagnation - the next business cycle

16 Jun 2020 - Dario Perkins

COVID-19 has resolved our most popular client question of the last five years – “when will this cycle end?’ Even as the number of infections slows and the lockdowns end, most economies will reopen to a serious global.

#Federal Reserve #Monetary Policy #Equities #Dario Perkins #Bonds #coronavirus

World slump - weak rebound

26 Mar 2020 - Charles Dumas

Widespread hopes for a V-shaped recovery from the impending recession will probably be dashed. And stock markets are only likely to rebound sharply if they fall a lot further from here – at Tuesday's Close the S&P index.

#Equities #Recession #Charles Dumas #coronavirus #bear market

The bear and fear stalk the world

10 Mar 2020 - Charles Dumas

Global spread of the Covid-19 virus looks likely to cause a worldwide recession and bear market in stocks. Nobody knows how serious the disease is likely to be. But The Brookings Institution’s estimates suggest a.

#Equities #Recession #Charles Dumas #coronavirus #stock market #bear market

Credit Risk

20 Dec 2019 - Dario Perkins

Back in 2018, we warned about what we called the ‘Buy-side Bubble’. To the extent we could identify vulnerabilities in global markets, the clearest danger involved a powerful search for yield. Investors had naturally.

#Equities #Yield curve #Dario Perkins #Stimulus #bbb bulge #global economy #capital markets #buy side bubble

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