Multi Asset Boutique

Vescore Global Market Outlook March 2020

Outlook

 

2020_03_06_vescore_gmo_en


The environment on capital markets is currently marked by concerns of the economic impact that the increasing spread of the COVID-19 virus beyond China could have. Equity markets declined in the last week of February, in some cases significantly, with yields on government bonds falling. In light of this, our models are increasing equity allocation and taking a slightly negative duration positioning for bonds. More detailed information is available in the latest GMO issue.

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