And after the summer? Monthly Investment Strategy

AXA
By July 23, 2020 09:51

And after the summer? Monthly Investment Strategy

Key points

  • Europe has been enjoying a rare moment of outperformance recently.
  • Still, given the abundance of “cliffs” ahead, Europe would do well with a nice policy “parachute”. For now though, the US is still doing more on the stimulus front.
  • Equity gains have been strong despite the know concerns about the virus, the economic impact and other uncertainties like US elections.
  • A pre-election fiscal boost, a peak in the current infection rate of success in the hunt for a vaccine could provide a meaningful positive boost.
  • Earnings will be important, particularly when analyst expectations of a rebound begin to be confirmed by companies themselves. 
AXA
By July 23, 2020 09:51

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