Macro views

Macro Update - 10 August 2020

Vaccine to bail out the bulls
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European Equities

The most useless results season ever? … part 2

David Moss, co-head Global Equities, argues the case for looking beyond the latest set of results and focusing on long-term prospects.
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Macro views

Macro Update - 3 August 2020

There’s been a subtle but significant shift in the pattern of virus data in the last week or two - and it’s not good news.
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