March 05, 2020 How Will the Coronavirus Impact World Economies? by Darren Williams The coronavirus is dominating the news and sparking panic in markets. We believe the options for policymakers are clear—but will they implement them? Coronavirus, Economics Likes 0 SHARE Bookmarks
March 04, 2020 Fed May Cut Rates Further to Counter Coronavirus Headwinds by Eric Winograd This week’s Fed rate cut helped steady financial markets reeling from the expected impact of the coronavirus on the US economy, and we think more cuts are coming—in March and beyond. The economy should rebound in the second half of the year, though at a lower full-year pace. Coronavirus, Economics, Fixed Income, Volatility Likes 0 SHARE Bookmarks
March 04, 2020 US Equity Valuations Rebooted by Coronavirus by Kurt Feuerman Although the outlook for growth and earnings is uncertain amid the coronavirus crisis, attractive stock valuations could create opportunities for high-conviction investors. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
February 26, 2020 China’s Bond Markets Can Weather Coronavirus by Jenny Zeng, Mo Ji, Hua Cheng As China’s leaders scramble to contain the COVID-19 epidemic, the global community braces for impact to China’s people, equity and bond markets, and economy. China, Coronavirus, Economics, Emerging Markets, Fixed Income Likes 1 SHARE Bookmarks
February 17, 2020 Revisiting China’s Equity Markets as Coronavirus Spreads by John Lin, Stuart Rae Growing fears about the coronavirus have hit Chinese stocks. While markets will remain unstable until China gets the outbreak under control, equity investors should revisit lessons from previous epidemics and consider the potential longer-term effects of the current crisis. China, Coronavirus, Emerging Markets, Equities, Volatility Likes 1 SHARE Bookmarks
January 23, 2020 Will the Wuhan Coronavirus Infect China’s Economy? by Mo Ji A virus is spreading across China, causing disruption, severe illness and even death. In addition to the tragic human cost of an epidemic, widespread disease can cause significant macroeconomic damage. We estimate the potential impact of the Wuhan coronavirus on China’s GDP growth. China, Coronavirus, Economics, Emerging Markets Likes 0 SHARE Bookmarks