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.
Please Click Link Below.
“The negatives on the horizon are the US election, renewed lockdowns, economic weakness, markets hungry for stimulus and ongoing USChina tension. September and October are statically volatile months with historically poor returns.
Could any of those factors, or a combination, lead to a renewed downturn? It is worth remembering that technology earnings are expected to be flat in Q3 2020 versus Q3 2019.
This is way ahead of expectations for any other sector in a year that has 4 been hugely damaging to the global economy. This is maybe why they attract such a premium and are also causing such confusion amongst investors.”