The Stock Market Is Not the Economy

Macro data continues to undershoot consensus estimates yet equity markets have rebounded strongly. In our latest webinar, Salman Baig and Didier Anthamatten, Portfolio Managers in our Cross Asset Solutions team, discuss recent macro and market developments, including:

• The trajectory of the global economy as indicated by our Growth Nowcaster
• The unpreceded scale of recent central bank action and its impact on market conditions
• How we are positioned accordingly

Watch the webinar