By
Bilal Hafeez
Stefan Posea
June 18, 2020
In: hive-indicators |
COVID-19
June 18, 2020
In the DM world, we see Sweden leading with a 2% increase in cases, most probably as a result of the recent outbreak in the northern part of…
By
Bilal Hafeez
Stefan Posea
June 17, 2020
In: hive-indicators |
COVID-19
June 17, 2020
In the DM world, we see Sweden leading with a 2% increase in cases, followed by US and Portugal with 1%. Especially in US, we have…
By
Bilal Hafeez
Stefan Posea
June 15, 2020
In: hive-indicators |
COVID-19
June 15, 2020
In the DM world, no country recorded increases larger than 1% in either cases or deaths. Most of them were at zero. It’s perhaps a scale issue, but…
By
Bilal Hafeez
June 12, 2020
In: Hive Exclusives |
COVID-19
June 12, 2020
The investment bank or sell-side financial sector has experienced major shocks in recent decades. Some have been positive, like the repeal of US…
By
John Nugée
June 11, 2020
In: Hive Exclusives |
COVID-19
Sustainability & Social Issues
June 11, 2020
As the world increasingly eases its various lockdowns, first in Asia and Australasia and now with gathering momentum in Europe, we move from a…
By
Bilal Hafeez
Stefan Posea
June 11, 2020
In: hive-indicators |
COVID-19
June 11, 2020
In the DM world, apart from Sweden which recorded 2% increases in both cases and deaths, no country saw any big surges…
By
Mehdi Farooq
June 09, 2020
In: Podcast Playlists |
COVID-19
Sustainability & Social Issues
June 09, 2020
Recent pandemics (i.e. Spanish flu 1919 and Russian influenza of 1889) had deadlier second and third waves. If that is repeated in the current pandemic…
By
Mehdi Farooq
June 09, 2020
In: Podcast Playlists |
COVID-19
Economics
June 09, 2020
Throughout history, humans have learnt to adapt. “I don’t think we should assume there’ll be a post-COVID-19 era, any more than there’s a…
By
Bilal Hafeez
Stefan Posea
June 08, 2020
In: hive-indicators |
COVID-19
June 08, 2020
In the DM world, no country saw big increases in either cases or deaths. In the EM world, Pakistan, South Africa, and Chile all recorded a 5% increase in…
By
Bilal Hafeez
Stefan Posea
June 04, 2020
In: hive-indicators |
COVID-19
June 04, 2020
In the DM world, apart from Sweden which recorded a 6% increase, no country saw big case increases. Sweden’s increase is likely the result of…
By
Caroline Grady
June 03, 2020
In: Hive Exclusives |
COVID-19
Monetary Policy & Inflation
June 03, 2020
Thursday’s ECB governing council meeting comes amid a shifting European landscape. Since the last policy meeting in April, the ECB now faces the…
By
Bilal Hafeez
Stefan Posea
June 01, 2020
In: hive-indicators |
COVID-19
June 01, 2020
In the DM world, neither cases nor deaths saw significant increases. Only Canada reported a 3% increase in deaths but that was the result of…
By
Bilal Hafeez
May 29, 2020
In: hive-podcasts |
COVID-19
Economics
Equities
Investment Strategy
May 29, 2020
In this episode, I talk with Emiel Van Den Heiligenberg. He is the Head of Asset Allocation at one the world’s largest asset managers, Legal and General…
By
Caroline Grady
May 28, 2020
In: Hive Exclusives |
COVID-19
Emerging Markets
Monetary Policy & Inflation
May 28, 2020
We were delighted to have Alfonso Prat-Gay, Argentina’s former central bank governor (2002-2004) and finance minister (2015-2016) as our podcast…
By
Peter Attard Montalto
May 28, 2020
In: Hive Exclusives |
COVID-19
ESG & Climate Change
Investment Strategy
Rates
May 28, 2020
How should an investor price a government bond? Is the risk of repayment all that matters, or is it important to consider what the proceeds will be…
By
Dominique Dwor-Frecaut
May 28, 2020
In: Hive Exclusives |
COVID-19
Growth & Labour Market
Monetary Policy & Inflation
US
May 28, 2020
The US administration’s initial policy response to COVID-19 has provided the majority of workers with replacement income larger than their previous…
By
Bilal Hafeez
Stefan Posea
May 28, 2020
In: hive-indicators |
COVID-19
May 28, 2020
In the DM world, we have Sweden with a 2% increase in cases while other countries saw minimal increases. On deaths, New Zealand saw a 5%…
By
Mehdi Farooq
May 27, 2020
In: Deep Dives |
COVID-19
Emerging Markets
Geopolitics
Sustainability & Social Issues
May 27, 2020
When President Trump suggests that injecting disinfectant could cure COVID-19 both health experts and the disinfectant manufacturers quickly came…
By
Dominique Dwor-Frecaut
May 27, 2020
In: Deep Dives |
COVID-19
Economics
May 27, 2020
Most of the discussion on the economic impact of COVID-19 has focused on demand destruction. Yet two recent academic papers…
By
Bilal Hafeez
Stefan Posea
May 27, 2020
In: hive-indicators |
COVID-19
May 27, 2020
In the DM world, the UK and Sweden had a 2% increase in cases. Others barely saw any increases. On deaths, Sweden also saw a 2% increase as well as…
By
Susan Wegener
May 26, 2020
In: Hive Exclusives |
COVID-19
Geopolitics
Monetary Policy & Inflation
May 26, 2020
Of the events that COVID-19 has suspended or cancelled, the commemoration of the 75th anniversary of Victory in Europe Day was not one; the end of…
By
Bilal Hafeez
Stefan Posea
May 26, 2020
In: hive-indicators |
COVID-19
May 26, 2020
In the DM world, no country sees an increase in cases or deaths larger than 1%, except for Canada which saw a 2% increase in deaths. Surprisingly…
By
Bilal Hafeez
May 22, 2020
In: hive-podcasts |
COVID-19
Economics
Emerging Markets
May 22, 2020
In this episode, I talk with Alfonso Prat-Gay. He was Governor of the central bank of Argentina from 2002 to 2004 and later Argentina’s Finance Minister…
By
Caroline Grady
May 21, 2020
In: Hive Exclusives |
COVID-19
Economics
UK
May 21, 2020
Fiscal expansion in response to COVID and the forthcoming spike in debt have dominated investor concerns in recent months. But these significantly…
By
Bilal Hafeez
Stefan Posea
May 21, 2020
In: hive-indicators |
COVID-19
May 21, 2020
In the DM world, no country sees an increase in cases or deaths larger than 2%. In EM, Chile leads with an 8% increase in cases, followed by…
By
Bilal Hafeez
Stefan Posea
May 20, 2020
In: hive-indicators |
COVID-19
May 20, 2020
In the DM world, no major increases in cases or deaths, except for Japan, which saw a 3% increase in deaths. However, the Economy Minister feels…
By
Bilal Hafeez
Stefan Posea
May 19, 2020
In: hive-indicators |
COVID-19
May 19, 2020
In the DM world, both cases and deaths have very low increases today with no country registering increases larger than 1%. The EM world sees…
By
Bilal Hafeez
Stefan Posea
May 18, 2020
In: hive-indicators |
COVID-19
May 18, 2020
In the DM world, we see another day without major changes in cases. Denmark even recorded another 1% drop in cases. On deaths, numbers are on…
