Manager Commentaries
Macroeconomics
Europe displays rare unity over relief fund
Germany and France — in what some have claimed is a breakthrough — have proposed establishing a recovery fund for countries hit hardest by the coronavirus pandemic. European Union leaders plan to meet in July on a €750 billion initiative that would involve the issuance of common debt. It would be a significant step toward closer economic ties.
Sustainable investing
Company diversity and social justice
Company diversity is a step toward equity and equity is a step toward inclusion, which is important to company success.
Investment updates
Most recent
June 30 — Europe displays rare unity over relief fund
June 23 — U.S.–China war of words playbook
June 16 — U.S. economic fog lifts slightly
The global economy this week
July 6 — Highlights of the past week, from central bank policies to trade and currency trends.
Growth
GERMANY: Retail trade grew 13.9 in May versus April.
Most recent
Equity Outlook | Q3/2020
Mid-year insights: Assessing the risks
Capital Markets Outlook | Q2/2020
Markets wrestle with policy versus the pandemic
Fixed Income Outlook | Q2/2020
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