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'.

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BNP Paribas Asset Management