Market Updates

Navigating COVID-19 Market Volatility

Leadership Perspectives

Seven Things to Know Right Now About Emerging Markets Equities

Latest Insights


The market has seemingly shunned European banks, perhaps remembering the near collapse of the sector in 2008. However, we think banks have the capital to absorb potential losses in the current COVID-19 environment. As part of the solution to this crisis, European banks could improve their ESG scores and enhance their investor appeal.

July 1, 2020 By Viki Farmaki
Market Updates CIO Quick Takes
June 29, 2020 By Richard F. Lacaille
Market Updates Seven Things to Know Right Now About Emerging Markets Equities
June 24, 2020 By George Bicher , Laura Ostrander
Market Updates EU Pandemic Recovery Plan: No Time To Lose
June 23, 2020 By Esther M Baroudy , Peter Torok
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Economic Perspectives

Whew…what a half-year! The COVID Crisis has exposed underlying inequalities and revealed insecurities, despite emerging after the longest expansionary business cycle of 128 months. Unprecedented GDP declines, locked in consumers and locked out workers, sectoral shutdowns (travel, hospitality, recreation, transportation etc.), and high unemployment have characterized the past quarter.

June 22, 2020 By Amlan Roy , Kaushik Baidya , Simona Mocuta , Amy Le , Elliot Hentov , Jennifer Ale

The Fed highlights persistent economic uncertainty but makes no policy changes. Canadian housing starts rebound in May. Industrial production plunges in UK. Minor upward revision to eurozone Q1 GDP. Larger upward revision to Japanese Q1 GDP. Business conditions improve in Australia.

June 12, 2020 By Simona Mocuta , Kaushik Baidya