While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
Policymakers have taken several steps to prevent the banking sector from becoming an amplifier of the shock caused by the Covid-19 pandemic, instead making it part of the solution. We believe the sector has enough capital and liquidity to ride out the pandemic
Covid-19: A pandemic with no precedent in a modern economy
The good-news stories and optimism of three months ago have been consigned to the bin, as the virus, lockdowns and economic bailouts take centre stage.
While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities
It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
Policymakers have taken several steps to prevent the banking sector from becoming an amplifier of the shock caused by the Covid-19 pandemic, instead making it part of the solution. We believe the sector has enough capital and liquidity to ride out the pandemic
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