07/01/2020

UBS loses Australian equities crown to Macquarie

UBS’s market share in ECM fell from 22.8% in the first half of last year to 12.4% now, ranking it behind Macquarie with 23.4%, Goldman Sachs with 17.4% and JP Morgan with 14.8%.

06/30/2020

Are global economies heading for a V-shaped recovery?

While acknowledging that, in light of the ongoing coronavirus uncertainty, nobody knows exactly how global markets are going to play out, Buchholz argues that what he calls ‘The Great Cessation’ can end with a V-shaped recovery in the US.

06/30/2020

It Ain’t Over ’til It’s Over

The re-openings that have turned problematic in our view will require reassessment of how and what needs to be done to avoid the surges in the virus that have met these first efforts.