Unigestion

The current shock that the investment world is facing has three unique features: it is exogenous, it will likely be … Read more

The current financial – and soon to be economic – crisis has gone through a sequence. It started with a … Read more

The coronavirus epidemic has plunged the world economy and financial markets into unchartered territory. The first consequence of this lack … Read more

As the Coronavirus continues to spread across the world, investors and economists now realise that the initial impact estimates on … Read more

The novel coronavirus: A black swan event for global equity markets On January 30, 2020, the International Health Regulations Emergency … Read more

COVID-19 outbreak, five days, -11% in global stocks. This is how investors will remember February 2020. Q4 2019 hedge fund … Read more

Distinguishing noise from fundamentals is critical for any investor, and today’s world of hyper-information makes this even more difficult. Sentiment, … Read more

The Coronavirus remains the topic on everyone’s lips. The initial market reaction was a fear of recession, but is that … Read more

Since mid-January, financial markets have largely been driven by news surrounding the Coronavirus outbreak. The scale of the impact that … Read more

The 2020 US election kicks off next week with the Republican and Democratic caucuses in Iowa. While President Trump will … Read more

Market expectations going into tonight’s FOMC meeting were largely for an unchanged policy outcome and for the December message to … Read more

After a strong start to the year, markets have been dancing to a different, slower beat. Even though it cannot … Read more

2019 was a very strong year for equity markets, with the MSCI ACWI TR Net index delivering its third best … Read more

Two weeks into the new year, global equities have continued their upward trajectory. The signing of the “phase one” trade … Read more