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What next for global real estate?

Excerpt

Michael Gobitschek, Portfolio Manager
Skagen Funds, 12 May 2020

Global Trade Volumes Reflect the Pause in Globalization

"Moreover, in the years since the global financial crisis, international trade has been a less powerful engine of economic growth."

Nathan Sheets, PhD Chief Economist, Head of Global Macroeconomic Research
PGIM Fixed Income, Globalization 2.0—A New Synthesis, Haver Analytics, May 2020

Now, Zoom is worth more than the top seven airlines combined.

Iman Gosh
Visual Capitalist, May 15, 2020

An unusual downturn: services have taken a sizeable hit

"The services sector has taken a much greater hit during the COVID-19 crisis than has typically been the case in past downturns, and it is the largest contributor to global GDP."

Kirsty Clark
M&G, The Equities Forum, The Shape of U?, 01 May 2020

Weak vs strong balance sheets

Balance sheet strength matters now more than ever

Kasper Elmgreen, Head of Equities
Amundi Asset Management, Cross Asset Investment Strategy, May 2020

Bear Market Rallies - A Historical Context

There have been five major bear markets in the S&P since the Depression, with each one experiencing rallies along the way that turned out to be false dawns.

Variant Perception Research, April 30th 2020

WEI (Weekly Economic Index) Chart & Excerpt

Looking at the chart below, however, makes me wonder whether I should've left this particular stone unturned.

Jonathan Allum, Strategist
SMBC Group, The Blah!, April 16th 2020

City mobility

Proportion of the population moving, compared to usual, over the most recent three weeks

Flora Harley
Knight Frank, Global City Economic Watch, 30 March 2020

The morning rush?

The average congestion during the morning rush hour for the week ending 27th March, compared to the 2019 weekday average

Flora Harley
Knight Frank, Global City Economic Watch, 30 March 2020

Change in Investors' Risk Appetite and Use of Social Media

Michael Howell
CrossBorder Capital, March 2020

Reactions around the Market Crash of 1929

In the years shortly before and following the great crash of 1929 most market participants failed to grasp the full scale and length of the unfolding depression. Capitulation finally came after 1932, when the DJIA closed at its lowest level of the 20th century.

Investment Office, February 2020

The slightly less big picture show

"Looking at 20-year rolling market returns, we are in the bottom 5% of returns since 1927"

Peter Ahluwalia, Chief Investment Office
Swisspartners AG, Partners’ View, , The view from outside, January 2020

Just the Beginning of the Demographic Bite

Robert Tipp, Chief Investment Strategist and Head of Global Bonds, PGIM Fixed Income
PGIM, January 2020

Is It Ridiculous to Expect a Longer Business Cycle?

Robert Tipp, Chief Investment Strategist and Head of Global Bonds, PGIM Fixed Income
PGIM, January 2020
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