These Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment.
The world is experiencing an unprecedented systematic shutdown of borders and businesses, suppressing the outlook of future economic global growth. We explore some factor-based ETFs aimed at providing a defensive tilt to long global equities.
The majority of the banks had a good reporting season in the period ended 31 December 2019. However, all this is now history and what lies ahead in the next 12-24 months will be of more concern as there appears to be no escaping COVID-19 for now.
In June, amidst a dramatic repricing in USD bond markets, global participants turned to CME Group's deeply liquid Eurodollar and Fed Funds futures to both manage risk and gain insight into the likelihood of a Fed rate cut.