Hints and tips:
...The main impetus comes from a poor stretch for returns that has tested investor faith. Only 12 per cent of US equity mutual funds have surpassed their benchmarks over the past decade, according to S&P....
...buying through the forecast downgrades based on a top-down forecast of modest earnings attrition in a V-shaped recovery scenario underpinned by central bank action and with balance sheets that are much...
...Yes, the numbers are bigger, but the shock, while not a V is shorter and sharper than that crash, and the pre-crisis fiscal situation was strong....
...As for the E&P stocks, here’s Cowen to say companies such as Whiting and Occidental have the potential to go to zero: We are updating our oil view materially lower to reflect the confluence of weakening...
...Having said that there is a question over whether some of the insurers, which include the monoline insurers as well as other large insurance companies such as AIG, will be able to honour their insurance....
...However, analyst Ian Robertson said such speculation was “probably unfounded”....
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