Global Investment View - November 2020

Tuesday 10 November 2020

Global Investment Views

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. 


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