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Asset Allocation: Throw Away The Playbook: 10 Surprises

June 30, 2020
Analyst:
The unique nature of the pandemic shock and the wide uncertainty surrounding it, meant there was no one historical playbook that fit easily. So inevitably there were going to be some surprises. In the event, there have been many. [more]

More documents contained in "Thematic Research"

67 (37-48)
September 18, 2018
Region:
Analyst:
48
The constraints that forced a rapid slowing of euro area GDP growth momentum from 3% to 2% annualized in H1 — the pass through of earlier FX appreciation, the slowing of exports to China, the rise of the oil price — have eased or reversed somewhat, helping stabilize the economy through mid-year. [more]
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