Investors Are Not Buying the Recovery Yet
Since our previous webinar in June, the macroeconomic picture has improved, the left tail risk has clearly been mitigated by stimulus and macro data is pointing to a fast recovery.
However, although markets have rallied, they remain short of pricing in a recovery.
In this webinar, we argue that the market is underestimating a ‘V-shaped’ recovery scenario and the investment case for growth assets remains compelling.
Watch the webinar