October 30, 2020

A (temporary) Covid ‘leg down’

A (temporary) Covid ‘leg down’

Market Perspectives
30/10/2020

Highlights:

The rise in new Covid-19 cases and renewed lockdowns across Europe are casting long shadows over the economic recovery and markets.
Yet much more targeted restrictions, a strong Chinese rebound and continued massive fiscal and monetary policy support will keep the second wave’s impact far more muted than in spring.
Amid higher risk, we trimmed our overexposure to equities further, while keeping a sizeable preference for high-grade Credit, which continues to benefit from ECB support and the hunt for yield.

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MARKET PERSPECTIVES 11/2020 - A (TEMPORARY) COVID ‘LEG DOWN’

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