Cross Investment Views Macroeconomics - October 2020

Saturday 03 October 2020

Cross Asset

CIO Views

Markets at a crossroads, opportunities in divergences 

Investors have been dealing with rising volatility in equities and initial signs of a fall in the extreme market complacency over the last few months.

This is leading to some key divergences such as the detachment of the market from economic reality, which calls for a cautious but not a risk-off stance.

Overall, investors should be watchful of companies that will struggle to navigate the crisis. In addition, the growth divergence between China and the rest of the world could present selective opportunities in EM equities and bonds.

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