Weekly Market Navigation Update.

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Presented by

Philip Lawlor, managing director global markets research, FTSE Russell

About this talk

With FTSE Russell Research Covid-19 market impact assessment - a case of ‘the Good, the Bad and the Ugly’. This week’s briefing focuses on a review of global equity performance drawing upon findings from our Equity Markets Driver report published today. Key Talking Points: - There has been a positive response in markets to substantial fiscal and monetary intervention and hope that lockdowns are about to end. - However, the negative revisions to both EPS and Dividends are just starting to unfold. - The recent rally has pushed valuations back to pre-correction levels - a poor quality re-rating. - We are now starting to see ‘apocalyptic’ forecasts of the economic impact of Covid-19 on the global economy. - What has happened to our market sentiment indicators and measures of performance dispersion?
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