Quarterly Insight - Autumn 2020

The latest Quarterly Insight is here with refreshed views on asset allocation, macroeconomic scenario, asset classes and market performances.

Economic indicators evidence an economic rebuilding in Q2 with China leading the way. Torn between the suggestion that more economic damage may come, progress on the vaccine and a general fear of missing out as well as stretched valuations, market participants are becoming nervous. The maintenance of Central Banks and government support measures will be key in that respect.