Weekly Investment Overview – 05th October 2020

Welcome to our weekly investment overview, we provide these to all our investment clients and we thought it would make for interesting reading for visitors to our website as well.

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Private Office Asset Management Weekly Report – 05th October 2020

“There appears to be a lot of anxiety
priced into the market and a lot of
hedging in place. History has shown
that the election will only be a
temporary issue and it will be the
Federal Reserve and other central
banks that will have more impact on
equities.
The US President’s positive Covid-19
test will add more uncertainty to an
already confusing US election
situation. We expect that
technology will continue to hold up
well but more cyclical companies
that require an economic recovery
will not benefit in the short term
unless we see a stimulus package.”