Market outlook: October 2020
Héctor Ferreiro Portfolio Manager
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Market outlook: September 2020
Main milestones this month: The economic recovery should follow the expected path thanks to the fiscal and monetary stimulus measures, and the foreseeable arrival of vaccines. The authorities will avoid general lock-downs as much as possible, unless there the health systems are once again overwhelmed. The US is expected to take two years and Europe slightly longer to recover their 2019 GDP levels, while Latam and the European periphery could take at least three years. And much more.
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Market outlook: August 2020
Main milestones this month: Uneven Covid-19 situation: more flare-ups in the summer than expected but good news on the immunisation front with some vaccines likely to be ready earlier than anticipated. Selective social distancing measures could be implemented to try and avoid lockdowns in the spring. It could take the US two years and Europe slightly longer to recover their 2019 GDP levels, while Latam and the European periphery could take at least three years. And more
