Rob Tippet from Roxburg Trust suggests the following :

 

Join Guy Monson, Chief Investment Officer of Sarasin & Partners, as he looks at the divergence between the conditions in the real economy and the comparative calmness of financial markets, as well as new records of infections in Europe.

 

In this 6 minute video Guy reviews:

 

·         How the COVID-19 stock market has fared in comparison to previous recessions
·         The behaviour of growth stocks and their revenues
·         Political challenges over the next few months and the outlook for global equities

 

Click on the link below.

https://sarasinandpartners.com/think/six-minute-strategy-can-asset-prices-continue-to-defy-economic-gravity/