Global Investment View November 2019
Tuesday 29 October 2019
Global Investment View
Limbo for markets will not last forever
Bad but not so bad news left the market in a limbo: equity markets were more or less flat in the month, treasury yields remained in the 1.5 / 1.8 range and credit spreads also remained within the trading range of the last few months.
Global growth remains decent but weaker than expected and more vulnerable.
Other news
10/04/2024
Market News, Global Investment View
GIV Infographic - April 2024
Global Investment Views.
08/03/2024
Market News, Global Investment View
March: GIV Infographic
Global investment views.
27/11/2020
Global Investment View
Early Christmas gifts to support year-end rally
As we approach year-end, markets can count on two pieces of news to propel some optimism. The first comes from the US, where the Biden victory, without a real Blue Wave, is seen by markets as the best possible outcome. A Republican, or even a 50-50 senate, would make it very hard for the new president to pass any extreme measures in terms of fiscal push, more drastic legislation or tax increases.