The Day After

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Thematic Paper 2.06.2020 The day after #5 - New Frontiers for Central Banks
61

Central Banks (CBs) are by nature more flexible than governments. Thus, they have been the most proactive in this crisis, reintroducing large-scale asset-purchase programmes financed by money creation (QE policies).

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Thematic Paper 26.05.2020 The day after #4 - Inequality in the context of the Covid-19 crisis
34

For several years now we have argued that the social theme, and in particular the issue of social inequality, was becoming a major issue for various global economies and for investors, both institutional and retail. In this paper, we explain why and how we expect the COVID-19 crisis to accelerate this phenomenon in the months and years to come, and also present action levers for investors.

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Thematic Paper 11.05.2020 The day after #2 - Learn the rules like a pro, so you can break them like an artist
87

Without a doubt, the coronavirus is shaking the financial industry like never before. This is not the first time the world has faced a pandemic of this scale, nor is the first time that policy makers, business leaders and pundits have asked: “Is it different this time around? Are we at a turning point?”

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Thematic Paper 4.05.2020 The day after #1 - Covid-19: the invisible hand pointing investors down the road to the 70s
17

Without a doubt, the Covid-19 pandemic is shaking the financial industry like never before.

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