Esty Dwek - Market Flash 09 November 2020
Discover the point of view of Esty Dwek of Natixis Investment Managers Solutions.
With less than two weeks to go before the US elections, polls are pointing to a Biden victory, though a Trump comeback cannot be excluded.
Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?
In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.
A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.