Global Investment Views - October 2019

Stay agile amid high uncertainty 

Over the past few weeks markets have fluctuated between positive news around geopolitics (US-China trade talks, Italy and receding risks of no-deal Brexit) and not so good news around economic data (German recession, US manufacturing and Chinese slowdown). This led to a rebound in equities and a rise in core bond yields. A new wait and see phase has likely started during which markets will reassess recession fears and the pressures of trade dynamics on corporate balance sheets.

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