As the world has been emerging from lockdown, the global economy has been recovering but not enough to prevent a record crash with a long recession likely. In contrast, stock markets, supported by interventions from governments and central banks, have been rebounding from their March lows, with tech companies enjoying record highs.
What does this tell us about the shape of the economic recovery and prospects for financial markets? What impact will the US Presidential Election, the end of the Brexit transition and the ongoing US-China dispute have on economies and financial markets?
In this presentation, John Husselbee will attempt to unmask the future and discuss what all these issues mean for target risk investing.