investment insights

Global Investment Strategy Q2 2020: Covid-19 - Two scenarios for economies and markets

Global Investment Strategy Q2 2020: Covid-19 - Two scenarios for economies and markets
Stéphane Monier - Chief Investment Officer<br/> Lombard Odier Private Bank

Stéphane Monier

Chief Investment Officer
Lombard Odier Private Bank
Samy Chaar - Chief Economist

Samy Chaar

Chief Economist

Where will the Covid-19 crisis lead the world economy and financial markets?  We see two possible scenarios ahead.

Either a transitory shock followed by a recovery in the second half of the year, if public-health measures prove effective. Or, if containment measures fail and economies re-open too soon, prolonged economic weakness. For the moment, a transitory contraction remains our main scenario. But the shock is of historical magnitude, and one of the worst quarters in financial markets’ history is behind us. We continue to strengthen our portfolio protections.

A transitory contraction remains our main scenario. We continue to strengthen our portfolio protections.

Watch our video and discover our investment outlook for the second quarter of 2020, the indicators we monitor, and find out how we invest our clients’ portfolios as we meet the new challenges, with CIO Private Bank Stéphane Monier and Chief Economist Samy Chaar.

Important information

This is a marketing communication issued by Bank Lombard Odier & Co Ltd (hereinafter “Lombard Odier”).
It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a marketing communication.
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