Global Investment View - February 2020

Friday 07 February 2020

Global Investment View

Risk-taking around the 3Gs: Geopolitics, Growth, Green

At the start of the 2020s, markets continue to be dominated by geopolitical issues, with short-lived Iran tensions at the forefront initially, followed by the news regarding a Phase One trade deal between the US and China. Now, growth expectations are becoming the main driver of the market. That’s why the recent volatility due to the news about the spreading of the coronavirus in China is higher than in the case of US-Iran tensions, as the epidemic could harm China (and global growth) if not contained soon.


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