Reduce the overweight in Equities

Generali Investments
By March 20, 2020 16:18

Reduce the overweight in Equities

Market Compass – February 2020

  • Just as the US/China trade truce provided broad-based relief, the new Coronavirus in China is unsettling global financial markets.
  • The fast-spreading disease is challenging the global macro rebound, but we still see resilience in the US and Euro area domestic demand.
  • Experience from past episodes suggests that markets tend to overshoot, but rebound once the number of new infections starts to slow.
  • We favour a more …

 

Generali Investments
By March 20, 2020 16:18

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