Worst Recession for Over Three Centuries

At least that is what the British central bank says as a result of the Corona pandemic, which has not experienced a more severe recession since its founding some 325 years ago. Even according to the ”Süddeutsche Zeitung” (SZ) there is no more positive balance, because if you look at the second quarter you see a slump of 25 percent and an unemployment rate of 9 percent.

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The Latest Investment Topics After the Pandemic

There is a worldwide discussion among investors regarding two questions. The first is whether the portfolio is protected from the drastic economic shock caused by Covid-19 – the strength of the company’s balance sheet, cost flexibility, long-term or even structural demand, and margin protection.

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The Crash as a Chance to Win

If some on the stock market decide to flee, this is an opportunity for the courageous to enter the stock market at low prices. At least that is what the fund managers of the investment boutique Loys say, who have fully invested all six portfolios of the investment boutique with their subsequent purchases.

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Sustainability is Becoming Increasingly Important Due to the Corona Crisis

Sustainability can certainly help asset managers out of the crisis. At least that is what Roland Rott, Head of ESG at La Française Asset Management, says. The lockdowns caused by Covid-19 and the drastic collapse of the capital markets will cause damage to the real economy.

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Natixis-IM: Stock Markets will Fall Again

Dave Lafferty of Natixis Investment Managers expects a further weakening of the equity markets. He sees the reason in the extreme strain on the real economy – investors should therefore remain cautious.

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Barings: Only the Second Quarter Will be Really Bad

How can current economic developments in Europe and the USA be classified? The strategists of the Barings Investment Institute are dealing with this question. And the outlook is extremely worrying.

 

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Covid-19: The Hard Way Back to Normality

In view of the current deep recession into which the global economy has slipped as a result of the Corona crisis, Invesco experts do not see any drastic improvement in this. Even the time after that is likely to remain full of risks.

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Corona Pandemic: Not Only a Crisis, but Also a Great Opportunity

Jean-Marie Mercadal of Ofi Asset Management, sees a whole series of positive long-term consequences of the current crisis – but also warns against drawing the wrong conclusions. There will be a time after the corona crisis…

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The Right Time for a Value Comeback

While assets such as Amazon or Alphabet have been convincing many investors for years, value stocks have to live on the sidelines. But the impressive growth figures are finite – so when could the value comeback start? For some time now, value stocks have not been able to hold a candle to growth stocks.

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Share Prices Remain Stable Despite Warnings – and Rise

The relevant barometers triggered alarm bells, but the stock markets are going their own way: recently they have even been able to rise. However, this development remains uncertain, according to Bernd Meyer from Berenberg. Collapsing corporate profits, worrying key figures – the severe global recession seems to be unstoppable.

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