MiViews LIVE – ‘A Noisy Quarter, But Fundamentals Remain Solid’
After a brief stumble in September, the rally in equities has resumed in recent weeks. But, after such a strong recovery since the March lows, the time has come to question the durability of this momentum as we approach year-end. Growth is solid for now, more stimulus is expected and low rates appear to be here to stay: all seems set for the rally to continue. However, we still see sources of unrest ahead: geopolitics, the pandemic and the high level of growth asset valuations. We therefore see risks to our positive scenario for growth assets.
Watch our webinar where we outline the reasons for our optimism and why we expect a growth re-rating, and assess the potential risks in Q4.
Watch the webinar