Global Investment View - June 2020

Monday 08 June 2020

Market Commentary

The great market detachment from reality

The dichotomy between the false market tranquillity and the high level of uncertainty about the length of the crisis and its long-term implications is striking. In our view, we are far from being out of the woods and investors should stay alert as current market levels are still pricing in a ‘too rosy too soon’ endgame. 


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