July 22, 2020

Life after Covid:
The LDI view

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In Short

In this paper our Research and Investment teams analyse “Life after Covid“, covering our view on the economic recovery, new behaviours in the aftermath of the pandemic and the unique opportunities for a European fiscal and political integration.
Life after Covid:
The LDI view
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In this paper our Research and Investment teams analyse “Life after Covid“, covering our view on the economic recovery, new behaviours in the aftermath of the pandemic and the unique opportunities for a European fiscal and political integration. From an investment perspective, the paper examines opportunities and risks in the Credit sector – highlighting key differences between the Global Covid Crisis (GCC) and the Great Financial Crisis (GFC) – and investigates the impact on the insurance sector and LDI trends.

Table of content

  • The Economy: Sudden Stop, Permanent Scars  
  • New Behaviours
  • Covid An Accelerator Of European Integration?
  • Corporate Rating Migration & Defaults: This Time Is Different
  • Insurance Sector: The Day After
ALSO INTERESTING: A summary of the key topics analysed in the paper is provided by Vincent Chaigneau, Head of Research, in a dedicated Podcast.

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