13/04/2024
Global Investment View
Global Investment Views - April 2024
Global Investment View - June 2020
Monday 08 June 2020
Global Investment View
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.
