Q4 Outlook: Reasons to believe
As we enter the final months of 2020, we outline why we have become more inclined to buy dips in the equity markets.
That said, we characterise this positioning as a positive bias within an overall neutral stance, rather than a more bullish stance on equities in particular and risk assets in general.
Over the past quarter, as we have assessed the evolving macro environment, quite a lot has changed in our thinking. Where we were once sceptics as to the potential for equities to rally further, we are now increasingly believers.
We incorporate our thinking across our investment strategies and solutions, and have strong credentials in corporate governance and responsible investment.