- Cross Investment Views Macroeconomics - October 2020
Cross Investment Views Macroeconomics - October 2020
Saturday 03 October 2020
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.
Cross Asset Investment Strategy October 2019
Central banks have confirmed the shift to a much more accommodative stance.
Investment talks - Time to reconsider US growth and value?
The outperformance of growth stocks over value stocks has reached record levels, as has the valuation gap.
Podcast: ‘4 weeks. 4 themes. 4 podcasts’
‘We are delighted to bring you our new ad-hoc podcast. This theme-specific initiative will run for four weeks and is available in five different languages’. Take a listen below!