3 insights found
July OpEd - Negative Delta
The “delta wave” is impairing the speed of the recovery. Still, the impact of each wave on economic activity has been lower than the previous one. The same pattern is likely to be found this time.
Fixed Income in COVID-19: Adapting to protracted low interest rates
The COVID-19 pandemic has widened several fault lines that existed before the crisis struck. Income inequality, big power geopolitical tensions, and the separation of financial markets from the real ...