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

Global Review (Q2 2020)

The second quarter of 2020 saw strong performance in global risk assets, as markets and economies around the world responded to the easing of initial COVID-19 lockdowns and continuing stimulus and emergency support from central banks and governments.
Read More

Global Review (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.
Read More

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.
Read More

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.
Read More

Commissioned Research

Deglobalisation: Implications for Investors

 

Download Whitepaper
Navigating a Grinding Recovery

 

Download Whitepaper
Understanding The Lower For Longer World

 

Download Whitepaper
WordPress Video Lightbox