Multi Asset Boutique

Vescore Global Market Outlook September 2020

Outlook
2020_09_Vescore_gmo_en


A key factor in assessing the fundamental economic market environment at the start of September is the change in US interest policy: a reformulated inflation target. Against the backdrop of further economic support from central banks, our models take a short position in bonds and remain overweighted on equities, albeit to a lesser extent.

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