Notícias

  • 02.04.2020

    COVID-19: The tug of war begins

    Spotlight - With the COVID-19 virus having run unimpeded through Europe and the United States in recent weeks, looking ahead, the impact of the virus will now face not only more aggressive containment efforts but also growing measures to offset its effect on the broader economy.

  • 05.03.2020

    A Covid-19 framework for markets

    Spotlight - The 2002-2003 SARS outbreak framework that most, including ourselves, were drawing upon to anticipate the trajectory of the COVID-19 coronavirus outbreak requires an adjustment following the failure of authorities to contain the contagion to the Asian continent.

  • 27.02.2020

    The viral demand shock goes global

    Spotlight - With the failure of authorities to contain the coronavirus contagion to within China or even Asia, the prospect of a more sustained demand shock for global economies has emerged. This poses the potential for elevated risks for investors looking ahead.

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