FUNDERBURK Noah
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Monthly Cross Asset 24.06.2020 Thematics Views - July 2020
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Covid-19 is a symmetric shock with asymmetric outcomes. Existing imbalances within Europe such as public debt, economic models or vision for the union, turn to cracks and the EU is facing fragmentation risks.

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Insights Paper 17.01.2020 Economic resilience, Fed and elections to drive US markets in 2020
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2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost 9.0%. In addition, the past decade proved the best ever for the S&P 500 index, which returned 256% overall, well above its historical average.

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