Global Asset Allocation: The View From Emea

T. Rowe Price
By July 23, 2020 11:40

Global Asset Allocation: The View From Emea

Double Dip?

Fueling the Rally With the coronavirus largely contained across Europe and Asia and some parts of the U.S., there is a sense that the worst of the pandemic may be behind us. As the global economy continues to reopen, many are still hopeful of a V-shaped economic recovery, as economic data such as purchasing managers’ indices are showing signs of life. Aggressive monetary and fiscal support, improved liquidity conditions, and lack of inflation provide a supportive backdrop for the rebound in economic activity. However, the recent uptick in infections in parts of the U.S. has raised fears that economic activity could once again be derailed. If these outbreaks fail to be contained and another round of lockdowns is enacted, it would deal a terrible blow to an economy already facing a severe contraction. A second wave could further paralyze business investment and consumer behavior— turning hopes for a V-shaped recovery into hopes for a W

T. Rowe Price
By July 23, 2020 11:40


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🇺🇸S&P 500 Total Return Attribution

Multiple expansion explains the S&P 500's total return YTD, despite negative earnings growth 👉

h/t @SoberLook #markets #investing #assetallocation #returns
#sp500 $spx $spy #stocks #earnings #EPS #stockmarket #equities

🇺🇸 S&P 500

Do valuations still matter? This chart puts into perspective the wide divergence between the S&P 500 and the US economy 👉

h/t @LanceRoberts #valuation #markets #investing #sp500
$spx #spx $spy #stocks #stockmarket #equities #GDP #economy

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July 2020