Illumination: Global Equity Strategy And Market Outlook
In his latest strategy note, Alastair George, the Chief Investment Strategist for international investment research and consultancy firm Edison Group, gives his outlook on global equity markets and explains why he believes the risk/reward for global equities now only justifies a neutral position on valuation grounds. Below is an excerpt from the report. [soros] Q4 2020 hedge fund letters, conferences and more Global Perspectives: Valuation-Led DowngradeGlobal equity and credit markets now offer relatively little risk premium for bumps on the road towards a post COVID-19 recovery. It is remarka...