13/04/2024
Global Investment View
Global Investment Views - April 2024
Global Investment View - November 2020
Tuesday 10 November 2020
Global Investment View
Bonds are the sentinels in the sequence of recovery
Developments on the virus and vaccine front and the US election are hot topics. Markets are pricing in a glass-half-full scenario, despite the still-alarming infection numbers on the virus front (second wave in Europe and record new cases globally). The interconnection of the three cycles — virus, real economy and financial — continues, but the virus transmission mechanism is changing.
