WEEKLY COMMENT

A weekly email newsletter from our Chief Investment Strategist, Alan McIntosh, and Head of Fixed Interest Research, Richard Carter, with their take on the last week.

Written by

Richard Carter
Head of Fixed Interest Research
Alan McIntosh
Chief Investment Strategist
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The US Presidential Election will continue to dominate markets this week against a background of rising pandemic related hospitalisations, especially in Europe where a second wave is in danger of overwhelming the healthcare infrastructure forcing politicians to impose more stringent lockdowns once again.
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Brexit, the EU summit, China’s economic growth and the outlook for the Covid-19 recovery. Join Trainee Investment Manager, Pavan Harnal, Head of Fixed Income Research, Richard Carter and Fund Research Analyst, Carly Moorhouse as they provide this week’s update.
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The US election, developments around the pandemic and the outlook for the consumer services sector.
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How much of a shock was it to learn that President Trump had coronavirus? Given his frequent disregard for social distancing (a factor no doubt behind UK premier Boris Johnson and Brazilian President Jair Bolsonaro also contracting the disease), perhaps not at all. Stock markets fell on the news, but not sharply.
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