Multi Asset Boutique

Vescore Global Market Outlook April 2020

Outlook
COVID-19

 

2020_04_07_vescore_gmo_en


The COVID-19 pandemic has generated dramatic distortions on capital markets. Models are reducing equity allocation to reflect signs of a recession ahead. They are maintaining a neutral duration positioning in light of record low interest rates. More detailed information is available in the latest GMO issue.

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