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...“We would acknowledge that this is not going to be some sort of a V-shaped recovery. There are going to be plenty of troubled deals in the market,” added Gray....
...The Wells Fargo Investment Institute has five hot ideas for your portfolio this year....
...Théo Maret is an associate at Global Sovereign Advisory and writes a sovereign debt newsletter....
...That’s what we missed: how the policy response to the regional banking crisis stabilised the banking system, which allowed a pretty sharp V-shaped recovery....
...Highly concentrated portfolios with a new strategy of mixing bonds with single stocks in technology firms such as Nvidia and Tesla also proved popular and banked on the recovery of the tech sector....
...Holdings of UK-listed companies by British pension and insurance funds have plunged from about half of their portfolios to 4 per cent over the past two decades, according to data from Ondra....
...Li is expected to be replaced as premier by Li Qiang, a close Xi associate who presided over the lockdown of Shanghai last year as the city’s Communist party chief....
...Karniol-Tambour argues it is hard to have more US dominance in investment portfolios than what already exists....
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...Investors had pulled some €30bn from his team’s funds during the panic, but loyal clients were rewarded by the recovery the following year....
...I’ve seen first-hand how she brought member states together to take novel and innovative measures to counter the economic impact of Covid-19 and help drive Europe’s recovery....
...“It will be very difficult for Japan to achieve a V-shaped recovery in the number of new births,” he said, arguing that the most optimistic scenario might be maintaining the 2022 level or a little higher...
...After the initial Covid crash in markets and in the economy, investors focused on what shape the recovery would take. Would it be V-shaped, with a rapid pick-up from the depths?...
...“It is, to me, a glaring market mispricing,” said Rebecca Patterson, head of investment strategy at Bridgewater Associates....
...We do not believe that this is going to be another steep correction followed by an equally swift V-shaped recovery like we saw at the outset of the pandemic....
...Gabriele Foà, a portfolio manager at Algebris Investments, said conditions for the corporate bond market were likely to improve further....
...We’re also joined by Stephen Bush, associate editor and columnist at the Financial Times....
...Summer events and outdoor receptions continue to drive the market recovery, it said....
...Its ads boast of how many hourly “associates” it promoted last year and how generous its college tuition coverage is....
...The Wall Street bank this week advised clients to give cash an “overweight” position in their portfolios as it also reduced its outlook on corporate bonds to “underweight”....
...The New York University professor and valuation maven makes four core points about environmental, social, and governance investing: The notion that ESG portfolios can consistently outperform non-ESG portfolios...
...“A lot of this stuff that’s happening right now around the metaverse — that is very much just branding and making a splash,” said Mikkel Krenchel, partner at consultancy Red Associates....
...When the recovery took hold, they pivoted back. Clearlake’s inaugural fund generated a 15 per cent net return. Not every deal is a winner....
...But the government and its supporters are positioning its post-Covid recovery within an explicitly Chinese context....
...Along with the expected withdrawal of central bank support, this raises questions about the longevity of global economic recovery beyond the initial V-shaped bounce from the early lockdowns....
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