Toby Nangle
Toby Nangle

Toby Nangle

Global Head of Asset Allocation

Fundos relacionados

20 Agosto 2020

Covid-19 - estimating the impact of market disorder on asset prices

Asset prices contain enormous amounts of information. This information is typically characterised as being both forward-looking and related to the economy – money-weighted investor expectations about future company earnings, defaults, inflation, monetary and fiscal policy. And, in our opinion, this is almost right. Asset prices consist largely of forward-looking expectations, but they also contain information about the current state of the financial system itself.
Tempo de leitura - 9 min
20 Março 2020

Asset Allocation Update - March 2020

The ultimate public health costs and economic impact of Covid-19 are at this time unknown. Public health responses have weighed the human cost of intensive care units being overwhelmed and the number of preventable deaths exploding against the jump higher in unemployment, collapse in investment and demand destruction attached to social distancing. Governments have, understandably, chosen life over wealth.
Tempo de leitura - 7 min

Fundos relacionados

20 Agosto 2020

Toby Nangle

Global Head of Asset Allocation

Covid-19 - estimating the impact of market disorder on asset prices

Asset prices contain enormous amounts of information. This information is typically characterised as being both forward-looking and related to the economy – money-weighted investor expectations about future company earnings, defaults, inflation, monetary and fiscal policy. And, in our opinion, this is almost right. Asset prices consist largely of forward-looking expectations, but they also contain information about the current state of the financial system itself.
Tempo de leitura - 9 min
20 Março 2020

Toby Nangle

Global Head of Asset Allocation

Asset Allocation Update - March 2020

The ultimate public health costs and economic impact of Covid-19 are at this time unknown. Public health responses have weighed the human cost of intensive care units being overwhelmed and the number of preventable deaths exploding against the jump higher in unemployment, collapse in investment and demand destruction attached to social distancing. Governments have, understandably, chosen life over wealth.
Tempo de leitura - 7 min
Load more articles