Fallen angels – the impact on Fixed Income markets (Update 21.04.2020)
The number of bonds that have actually been downgraded to high yield from investment grade (fallen angels) has risen dramatically as ratings agencies assess the impact of the crisis on corporates.
China: out of lockdown - into recovery? (Update 17.04.2020)
China was the first to experience Covid-19, but it is the first to emerge from lockdown. What does the future hold for China's economy, is there a recovery, and what themes should investors watch out for?
The Potential Effects of COVID-19 on the Swiss Real Estate Market (Update 14.04.2020)
The coronavirus has taken a firm grip on public life in Switzerland and is dictating what we can and can’t do in our day-to-day lives. The effects are still difficult to estimate and the associated feeling of uncertainty is also impacting events on the financial and real estate markets.
Macro Monthly (Update 02.04.2020)
The COVID-19 shock has catalyzed a historic policy response from monetary and fiscal authorities in the US and globally. Over the near term, we expect continued volatile markets as investors grapple with the virus’ evolution, the duration of social distancing policies and the speed at which macro policies announced gain traction.
Assessment of Swiss real estate funds (Update 24.03.2020)
The Coronavirus presents major challenges to all of us and sets a variety of uncertainties into motion. The listed Swiss real estate funds have also been unable to escape this trend in recent weeks. Read more in our Swiss Real Estate update.
Update on China and Emerging Markets (Update 19.03.2020)
Our webinar on March 18 focused on how China, which was first impacted by COVID-19, is faring in today's volatile investment markets and the knock-on effect that could follow.
Impact on global real estate markets (Update 17.03.2020)
COVID-19 is a rapidly evolving scenario with varied impacts on real estate markets, depending on country, market and sector.
Navigating the storm (Update 17.03.2020)
The spread of the coronavirus outside of China, oil price collapse and sharp tightening of financial conditions have put the global economy on the brink of recession. Read more in "Macro Quarterly"
Ongoing concerns about the wide-reaching economic impact of COVID-19 and plunging oil prices are weighing heavily on the economy. Our investment teams share their views on the potential impact and what it could mean for the market.
As coronavirus becomes a global challenge, investors are looking for a policy response. Looking at what's happening on-the-ground in China, we can see the Chinese government has been a first-mover, and that has major implications for both the Chinese economy and high-yield fixed income investors.
China Translated explains what's happening in China both on the ground and in the markets.