In this week’s Invesco Podcast Ben Gutteridge, Director of Model Portfolio Services, speaks to Rory Green: an Asian Economist at TS Lombard Research.
The subject is the Coronavirus, or COVID-19, with this particular conversation focusing on the issues through a China lens. How successful is the China containment strategy? Is China returning to work? What scale of stimulus are we looking at? Will the rest of Asia respond in a similar fashion?
From his home office, Mike Bessell, European Research Strategist for Invesco Real Estate responds to the evolving macro-economic outlook, and the short-term impact of COVID-19 on European real estate markets.
During these turbulent times, this white paper addresses our short-term investment views based on our forward-looking global macro framework.
This month will be critical in assessing the global response to the coronavirus crisis. With that in mind, there are six issues in particular that I’ll be tracking closely. There are also two issues that have garnered recent headlines, but that I’m less worried about in the long run.
