July 6, 2020

Market Compass July 2020

Market Compass July 2020

Market Outlook
06/07/2020

Highlights

Hopes for a quick V-shaped recovery are fading fast.
The resurgence of COVID cases in the US and their steady increase in several Emerging Markets (EMs) underline the downside risks to growth.
Markets still discount a rosy scenario and this increases the risk ofa sharp correction. Central banks remain supportive, though.
Prudent overweight (OW) in Equities while reducing overweightin High Yield (HY) Credit. Keep a sizeable OW in Investment Grade(IG) credit.

Market Compass July 2020

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