Saa Q4 2020

GLOBAL OUTLOOK UPDATE – MARKET VIEWS – Q4-2020 STRATEGIC ASSET ALLOCATION

Volatility To Create Opportunities, While Investors Keep Focus On The Long Term

By Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi

1 October 2020

In this paper we discuss:

1. MACRO CONTEXT: COVID Has Triggered The Most Severe Peace-Time Recession In A Century
2. RISK ANALYSIS: Rising Downside Risks Threaten Growth Recovery Prospects
3. POLICY OUTLOOK: Coordinated Global Fiscal/Monetary Policy Response Is Still Necessary
4. MARKET OUTLOOK: CBs To Support Valuations. Volatility To Rise. Occasional “Crashes”
5. STRATEGIC ASSET ALLOCATION: ‘Weather The Storm’, Maintain A Long-Term Perspective

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Download PDF: Q4-2020 SAA update – October 2020

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