Imco Insights

Imco Insights

News & Insights / Imco Insights

Welcome to IMCO Insights

We are pleased to offer a range of views on critical issues facing investors today. Our commentary is developed from our team of internal professionals. We may also use commissioned research from key research partners, from time-to-time.

Economic Updates

Quarterly Global Outlook (Q1 2020)

The first quarter of 2020 was an extremely weak period for markets, reflecting the economic shock of the COVID-19 pandemic spreading across the globe. Central banks and governments around the world reacted by loosening monetary policy and implementing aggressive emergency fiscal measures.
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Quarterly Global Outlook (Q4 2019)

After more than 10 years of strong market performance across asset classes, we believe investors should be heading into 2020 with a much more cautious view regarding risk. The unprecedented coronavirus pandemic, lingering geopolitical concerns and fears of escalating trade tensions between the world’s two largest economies all pose significant headwinds in the year ahead and beyond.
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Market Updates

COVID-19 and Our Focus on the Fundamentals

The public health response to COVID-19 and governments’ unprecedented fiscal and monetary policy intervention have resulted in an extremely complex investment environment.
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Stuck in Low Gear

Even before the disruption created by COVID-19, the world economy was stuck in a low gear and was likely to remain there for the foreseeable future. Both advanced and emerging economies were already under considerable strain due to high debt, worsening demographic trends, and lower productivity growth.
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Commissioned Research

Deglobalisation: Implications for Investors

 

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Navigating a Grinding Recovery

 

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Understanding The Lower For Longer World

 

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