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RECOVERY
Funds management
Recovery is expected to be boosted with access to the vaccine, however, stagnant wage growth may hurt overall demand. ...
Funds management
T. Rowe Price believes the speed of Australia’s economic recovery is being underestimated and is less dependent on the success of a vaccine....
Funds management
Although it expects the global economy to continue to recover in 2021, the fixed income manager says much of the recovery is already priced in....
Funds management
The easiest part of the recovery is almost over as risk assets have continued to rebound into the third quarter and the US Fed continues to support the bond market....
Funds management
The reporting season has highlighted the divergence between firms with resilient business models, quality brand names, and the ability to capitalise on online demand, and...
Funds management
With a possible recovery in the second half of the year and a less severe downturn than initially anticipated, the banking sector might remain an attractive position for ...
Funds management
The proportion of investors who expect we will see a V-shaped recovery has declined to 14% in favour of a W-shaped one....
Funds management
Pre COVID-19 levels of economic activity are unlikely to be reached until mid-2021 and the path to recovery will not be smooth sailing, according to Aviva Investors. ...
Expert Analysis
What lessons can we learn from past financial crises as investors and financial advisers try to construct portfolios for an economic recovery, asks Anthony Doyle. ...
Funds management
According to Western Asset’s base case scenario outlook, investors should expect longer, U-shaped global economic recovery....
Funds management
The economic configurations and behaviours after the pandemic caused by COVID-19 will be very different from those that prevailed earlier, according to Janus Henderson....
Funds management
China’s recovery should be used by global markets as a sentiment tracker on how the country managed the COVID-19 crisis and protected its economy. ...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....