While the economic freeze is almost over, investors should look forward with a cautious optimism.
BLANQUE Pascal - Group Chief Investment Officer
Global Investment Views - July 2020
Covid-19 has triggered a sequence of economic and financial market narratives and is giving way to a new status quo characterised by extreme fiscal and monetary measures, to which markets have responded well, though some volatility has returned in the past few days. In effect, these policy measures are painting a new picture, that of a “day after” renaissance.
Joe Biden has a historically large lead over President Donald Trump in the polls, including in the critical electoral college vote, but that could narrow closer to the election. The slide in Trump’s approval rating was most noticeable among senio...
H2 2020 Investment Outlook - Investing during a de-freezing cycle
As the global economy emerges from its current hibernation and geopolitical factors re-enter the scene, investors should retain a moderate exposure to risky assets, playing relative-value opportunities and dislocations that could benefit from the...
From a long-term investment perspective, the unprecedented global crisis caused by the Covid-19 pandemic brings along both challenges and opportunities, which constitute two sides of the same coin for institutional investors such as pension funds.