Outlook – Third Quarter 2020
As markets continue to rally from March’s virus-crisis lows, in this Outlook we challenge the assumption that the disconnect between equity prices and the underlying economy is ‘irrational’. We also discuss why it is wrong to assume inflation will not return, whether Chinese equities are a ‘buy’ as well as outlining our asset allocation as we move into the second half of the year.
ENGLISH VERSION – Q3 Outlook 2020
VERSION FRANÇAISE – Q3 Outlook 2020