Need to Know This Week:

  • News of a highly effective vaccine triggered an increase in investor risk appetite with both COVID related stocks and risk assets in general rallying

  • Ian Harnett & David Bowers discussed the ‘Vaccine White Swan’ in our weekly 30 minute webinar on Friday 13 November: 

  • They consider how this catalyst can drive market volatility, the rotation out of US Tech towards Eurozone Value and why the recent moves fit our ‘regime change’ model.

  • The Feds response to the steepening curve is now key: will bonds remain anchored supporting a further rise in Equities?

 

ASR Clients:  please click here for the recording and slide pack and here for the research note. 

Non – Clients: For further information about a free trial of ASR please click here


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