GLOBAL OUTLOOK UPDATE
By Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi, Farah Aladsani
1 July 2020
In this paper we discuss:
- MACRO CONTEXT: COVID-19 Has Triggered The Most Severe Peace-Time Recession In A Century;
- RISK ANALYSIS: Rising Downside Risks Threaten Growth Recovery Prospects
- POLICY OUTLOOK: Substantial Global Fiscal And Monetary Policy Response Is Still Necessary
- MARKET OUTLOOK: CB Liquidity To Support Valuations, Volatility, Occasional ‘Market Crashes’
- STRATEGIC ASSET ALLOCATION: ‘Weather The Storm’, Maintain A Long-Term Perspective
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Download PDF: R&R Strategic Asset Allocation – July 2020
