Insights

Since 2008, the economy and financial markets have been driven by extraordinary actions from central banks, a thirst for yield, falling productivity and a prolonged expansion characterized by very low inflation. We continue to expect the next seven years to be driven by a return to normality in central bank activities and productivity. Demographics should […]

The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.

The thought of an invisible enemy that spreads easily and carries a non-trivial mortality rate sends shivers down most people’s spine. COVID-19 has been such an enemy and is slowing down the global economy with people moving into hiding.