Global Investment View - September 2020

Friday 11 September 2020

Global Investment View

A note of caution for the back-to-school season

The appetite for risk assets has remained strong over the summer lull. This summer season has seen both the confirmation of existing themes and the emergence of new ones. On the former, the decoupling between the real economy and financial markets has proved persistent. Another confirmed trend is that the virus is not over: the back-to-school test in September will be key.


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