Manager Commentaries
Macroeconomics
Vaccine-led recovery could boost emerging markets
The pace of economic recovery will differ among emerging markets, depending on COVID-19 vaccines and virus trends
Macroeconomics
Vaccine not in time for jobs recovery
The U.S. labor market continues to lose steam as fewer Americans were able to find work amid surging Covid-19 cases.
Investment updates
Most recent
January 6 — Vaccine-led recovery could boost emerging markets
December 15 — Vaccine not in time for jobs recovery
November 24 — Oil markets pin hope on vaccine and OPEC+
The global economy this week
January 19 — Highlights of the past week, from central bank policies to trade and currency trends.
Growth
GERMANY: Wholesale prices grew 0.6% in December compared with November.
Most recent
Equity Outlook | Q4/2020
What would the end of the pandemic mean for the bull market?
Capital Markets Outlook | Q1/2021
The market’s potential sugar high
Fixed Income Outlook | Q4/2020
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