Developed markets have had a jump on the vaccine, will the same hold true for the recovery?
‘Seemingly infinite central bank liquidity is supporting the optimistic and risk-on sentiment’ says one portfolio manager
Inoculation rates to be best ‘barometer of equity market sentiment’ – but concerns over patchy progress
Aimed at supporting the European recovery and ‘re-shaping a sustainable and resilient future’
‘There are certain sectors where the long-term viability is in question’
What alternative funding options could come into play?
Taking a fixed income approach to turn the crisis into a growth opportunity
Full credit bounce back expected to start from 2023
Stocks are cheap but they have lagged global equity rally
Governments applying an ESG lens to the recovery brings opportunities for investors