Asset allocation Video – A rally with legs (September 2020)

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  • 02 mins 49 secs
In September's asset allocation video, we explain the apparent disconnect between the sharp rally in US equity markets and the resurgence of COVID-19 infections in the country, noting that there may be 'punctures' to the rally in the short term; we discuss our main asset allocation views for the months to come in light of factors such as the aggressive policy easing and 'learning to live with the virus'.


European Institutional Partnership

EIP Partners