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Generali Investments

2020 Top 500 ranking: 40

Market Perspectives - Covid paralysis recedes as political risk rises

Market Perspectives - Covid paralysis recedes as political risk rises

After a buoyant August for risk assets, the rally is likely to flatten out. Rising new infections into the autumn, a levelling recovery pace and diverse political risks (US politics, Brexit, geopolitics) will keep a lid on risk sentiment.


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