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Recession Risk Rising
The crisis in confidence stemming from COVID-19 has become increasingly self-fulfilling, which has brought into question our outlook for global growth as government efforts to contain the virus restricts economic activity and as individuals self-isolate in response to the fast-spreading pandemic.
COVID 19 – From the Bond Desk
Description: Jean-Guy Mérette, Vice President and Portfolio Manager, Active and Strategic Fixed Income Team, talks about the latest developments related to COVID-19 in the bond market.
Market Update from the Global Asset Allocation team – April 2020
The month of March was nothing short of unprecedented. Financial markets were roiled against the backdrop of the escalating COVID-19 pandemic and the dreadful economic fallout from the countermeasures to contain it.
Challenged Liquidity: Bond Pricing in Stressed Markets
Liquidity in the fixed income market has been challenged of late as the health crisis and financial market concerns have escalated. Global lockdowns aimed at mitigating the spread of COVID-19 will undoubtedly have ramifications on the global economy.
Money Market Core
Rethinking Risk Management
The Ups and Downs of Three Popular Defensive Strategies in Equity Portfolios.
Stocks have undeniably been the best performing traditional asset class over the past decades in terms of absolute returns. However, the ride has not necessarily been a smooth one.
An Eventful First Quarter – Global Equities
Description : Global Equity Specialist Laura Cohen provides a Global Equity update by reviewing this quarter's performance and transactions and explains how the portfolio is positioned to success in the long term.
Spread Widening: Opportunity or Threat?
Since the COVID-19 outbreak, credit spreads have widened to levels not seen since the Global Financial Crisis (GFC), as investors are bracing for a severe recession – potentially the worst one since the Great Depression, at least in the view of the International Monetary Fund.
Update – Bond Markets
Nicolas Vaugeois, Portfolio Manager, Global Asset Allocation, gives us an update on bond markets across the world and potential recovery scenarios.
COVID-19 in the U.S. – Historical Point of View
Jonathan Lewis, Chief Investment Officer for Fiera Capital's U.S. division, provides a historical perspective on the current crisis and share its thoughts on its potential impact in the United States.