Filippo Cartiglia joins from Arrowgrass Capital Partners
Consumer sector becoming more dominant
China trade conflict could escalate
Additional full lockdowns to be avoided
Following a strong recovery after record lows in March, the UK stockmarket has drifted back a little over the summer months.
GDP fell by 19.8% in three months to June
Negative rates will drive investment outcomes for a “protracted period” as the world adapts and responds to the Covid-19 crisis, according to Robeco.