Global Investment View - October 2020

Thursday 15 October 2020

Global Investment Views

Markets at a crossroads, opportunities in divergences

Back from holidays, investors are dealing with rising volatility in the equity markets and initial signs of a fall in the extreme market complacency over the last few months. After the summer overshoot, Big Tech stocks have seen a pullback and some tensions have also materialized in the US HY segment, while IG markets remained more or less flat in the last month.


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