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COVID-19
Bridgewater: $41 trillion hole in income
Bridgewater Associates, the world’s largest hedge fund, has identified a $27 trillion hole in global corporate income from the outbreak of the pandemic, that will be filled "unevenly".
COVID-19
Campbell Harvey: cautiously optimistic
Campbell Harvey, Professor of Finance at Duke University, is optimistic there will be a vaccine developed in the fourth quarter of this year, a period where he also predicts a return to economic growth. However inflation is his biggest fear.
COVID-19
Marks: is it time to be aggressive?
When assets prices are well below their intrinsic value it is a trigger for founder of Oaktree Capital, Howard Marks, to become “incredibly aggressive”.
COVID-19 Research Hub
Navigating a pandemic-driven crisis
A new report by Mercer, COVID-19 – Investment Governance and Strategy to Navigate a Pandemic-Driven Market Crisis, examines how large asset owners are finding ways to pursue attractive risk-adjusted investment returns while also taking investment actions to help mitigate and address the impact of the COVID-19 pandemic through investment governance.