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Continue ReadingMARKET CONTEXT: Global markets traded in a range in July, amid central banks’ continued liquidity measures. Equities only progressed in the US, led by large technology stocks. The US dollar kept weakening on a dovish Fed, leading the euro, yen and gold to appreciate in July. The accumulation of (expected) bad economic news, in particular unemployment, reduced earnings, and the recent wave of new Covid-19 infection cases, is making a V-shaped recovery, which had been thus far the implicit scenario priced in the global markets, increasingly unlikely.
Continue ReadingThis Month's Thought Piece is on "How SMEs can secure their profit margin AND pocket their currency safety buffer” written by Portfolio Manager Alex Riteau who explains how SMEs can improve their profit margin if they are currently pricing in a "safety buffer" in their foreign currency transactions.
Download PDFThis Month's Podcast is on "How SMEs can secure their profit margin AND pocket their currency safety buffer” We join Portfolio Manager Alex Riteau who will explain how SMEs can improve their profit margin if they are currently pricing in a "safety buffer" in their foreign currency transactions.
Visit SiteMARKET CONTEXT: Equity markets and risky asset valuations further progressed in June despite the economic recession and fears of a second wave of Covid-19 infections. Going forward, we expect financial markets to be largely affected by how the spread of the virus is contained and the impact on economic activity.
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