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Economic Outlook: Japanification

More Insights

Credit: Industry Insights
This week, Ilana Elbim, Senior Credit Analyst, asks: has the coronavirus crisis simply accelerated trends already in motion in the retail sector?
Monthly Fund Commentary, April 2020
Please read on for more information and a summary of performance, activity and our investment outlook, from our Portfolio Managers.
Weekly Credit Insight
In an atmosphere of uncertainty, dispersion between high and low-quality credit has risen.
Building back better: why climate action is key to a resilient recovery
Why stimulus measures should be combined with efforts to tackle climate change
Fiorino: in this pandemic, asset quality is key to banks' health
In this launch issue of our Fiorino blog, we assess how banks are preparing for corporate defaults resulting from lockdowns across economies worldwide.
Gemologist: can we adapt to a new climate normal?
Climate change will test our ability to avoid mortal danger more than ever before. Humanity’s ability to adapt, something we have excelled at, must again come to the fore.