Outlook – Fourth Quarter 2020

As we move in to the last quarter of what has been a unique year, we consider some of the most pressing concerns for investors: from geopolitical risks such as the US election and the Brexit endgame, to the extreme valuation dispersions in the equity markets. While the shadow of Covid dominates sentiment, we explain our asset allocation views for both the coming months and the longer term with a selective approach looking more important than ever.

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ENGLISH VERSION – Q4 Outlook 2020