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Global Investment Views - August 2020
Friday 31 July 2020
Global Investment View
Global Investment Views - August 2020 - CIO Views
As we enter the summer, conflicting forces in major equity markets have led to a period of temporary equilibrium between fear(risk of second wave, low bond yields, high gold prices) and greed (equities rallying as a result of economies reopening). The big question for investors now is: where do we go from here?
Other news
Global Investment Views - June 2023
Over the last month, markets lacked a clear direction owing to US banking sector stress, uncertainty regarding the US debt ceiling, and signs of economic deceleration amid tightening of credit conditions.
Global Investment Views - May 2023
The broader equity markets have digested the March turmoil, but the disruption continues to be evident in the US regional banking sector, which is not showing signs of recovery.
Global Investment Views - April 2023
March brought a wake-up call to markets after a complacent start to the year. The trigger was the failure of Silicon Valley Bank and other US regional banks, followed by Credit Suisse in Europe.