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Get to know how we dealt with the pandemic...

Partners, intermediaries, and investors are due information on how Euthenia Investments may be impacted by the coronavirus pandemic and the associated economic difficulties.

Partners, intermediaries, and investors are due information on how Euthenia Investments may be impacted by the coronavirus pandemic and the associated economic difficulties.

Since our March 2020 newsletter Euthenia Investments has closely monitored the developing Coronavirus pandemic.

Markets observations:

  • Global markets, including Corporate Bonds, Equities, Forex, Money Markets, Commodities and Bonds have been through 2 cycles, from crashing to record lows, to reaching record highs. In other words, from a financial crisis era to an internet bubble era.
  • Numerous economic operators are retreating from global macro markets, mainly due to endless quantitative easing measures employed by global central banks. This blurs asset values and leaves traders and investors unable to correctly value assets.
  • It remains hard to evaluate the mid and long-term consequences of the pandemic and of the un-precedented central banks measures. We tend to see hyperinflation on the mid and long term as an important risk and a deflationary crisis on the short term.
  • The negative oil prices show that models and investment behaviours must consider the possibility of negative assets prices.
  • Geopolitical conflicts were muted at times, but risks have become larger and more concerning, downgrading expectations on globalism.

Letter Euthenia Investments FP 17.06.2020

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