In this month’s asset allocation video, we provide an update on our four ‘virus pillars’ and the evolution of the crisis phases, detail our ‘U-shape’ recovery base case, and outline our asset allocation stance and recent positioning changes.
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BNPP AMAU have not considered the financial objectives, situation or needs of any person in issuing this video. Opinions included in this video constitute the judgment of the author at the time specified and may be subject to change without notice. The author is not obliged to update or alter the information or opinions contained within this video. Investors should consult their own legal and tax advisors in respect of legal, accounting, domicile and tax advice prior to investing in the financial instrument(s) in order to make an independent determination of the suitability and consequences of an investment therein, if permitted. Please note that different types of investments, if contained within this video, involve varying degrees of risk and there can be no assurance that any specific investment may either be suitable, appropriate or profitable for an investor’s investment portfolio.
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