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Investment Week (May 18)

2020/ 05/ 18 by jd in Global News

“Credit fundamentals have worsened since the market sell-off began, although central banks could provide some companies with a soft landing and many firms have drawn on their credit lines in a bid to stay afloat.” Even though “the impact is highly correlated across geographies, industries and asset classes…the potential outcomes are too severe to only affect equities and credit-market fundamentals have undoubtedly been impacted.”

 

Institutional Investors (August 15)

2015/ 08/ 17 by jd in Global News

“As earnings season winds down, investors around the globe are left to consider how a shifting macro environment will impact different asset classes and geographies.” Fears of a continuing yuan devaluation “will factor into perceptions of nearly all the major data points that will emerge.”

 

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