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 - Chefökonom

Samy Chaar

Chefökonom

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.

Wichtige Hinweise.

Die vorliegende Marketingmitteilung wurde von der Bank Lombard Odier & Co AG (nachstehend “Lombard Odier”) herausgegeben. Sie ist weder für die Abgabe, Veröffentlichung oder Verwendung in Rechtsordnungen bestimmt, in denen eine solche Abgabe, Veröffentlichung oder Verwendung rechtswidrig ist, noch richtet sie sich an Personen oder Rechtsstrukturen, an die eine entsprechende

Entdecken Sie mehr.

Sprechen wir.
teilen.
Newsletter.

Investments are subject to a variety of risks. Their value can fall as well as rise and you may get back less than what you originally invested.
For risk warnings, please click below to read more :

read more