MARKET VIEWS

Market Review & Outlook: Stagflation Risks And Stimuli To Continue Support Investor Confidence

By Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi, Farah Aladsani

26 August 2020

In this paper we discuss:

PART 1 – Macro Context: Sharp Global Downturn, Fragile Recovery Ahead

PART 2 – Risk Analysis: Risks Remain Elevated - Likely To Change The Economic Playing Field

PART 3 – Policy Outlook: Global Fiscal, Monetary Coordination Is Key To Offset Economic Damage

PART 4 – Market Outlook: Structural Shifts Are Transforming The Investment Landscape

PART 5 – Scenario Analysis: Risks Remain Skewed To The Downside

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Download PDF: Market Review and Outlook - August 2020

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