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MARKET INSIGHT - April 2020

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Disruption reigns supreme on the markets

What remains to be written about March 2020, which will no doubt go down in the annals of economics and finance?
The plunge of asset prices says it all: frightened by the spread of Covid-19 and the ensuing economic uncertainty, investors have given way to panic. The ability of price mechanisms to...

 

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MARKET INSIGHT - March 2020

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Fear returns to the markets with a vengeance – as panic

At first, market participants were reassured by mounting evidence that the epidemic was being brought under control in China and this drove risk assets to new highs. Then fears intensified when it was confirmed that the virus had spread to other regions, especially Europe, leading to a sharp fall in stock markets and a retreat to the most secure assets, bonds in particular.

If we take a closer look at market behaviour since mid-January...

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MARKET INSIGHT - February 2020

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Does excessive anxiety stiffle fear? Part II

Last month we examined fear, the mechanisms that feed it and its impact on the financial markets. Given the friction between Tehran and
the United States and the new coronavirus outbreak in China, January gave us much food for thought in this regard. The desire professed by both Iran and Washington to limit the threat of escalation seems to have led investors to...

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