After a week of unprecedented central bank interventions in financial markets, Richard Barwell, global head of macroeconomic research, and Denis Panel, chief investment officer for multi-asset and quantitative solutions (MAQS), discuss the state of markets at the opening in Europe on Monday 23 March 2020.
They begin with an overview of what markets are now pricing and an assessment of the current outlook. Denis Panel also explains how the MAQS team is positioning portfolios and the four factors he thinks investors should be taking into consideration in this market environment.
This is the second in a series of podcasts articulating our investment views and strategies during the COVID-19 crisis. If you need further information on our strategies or investment policies, please do not hesitate to contact your dedicated client relationship manager.