The Shape Of The Forthcoming Economic Recovery


Global equitieslast week gained 2.5-3%, reversing their losses of the previous week. This continued the see-saw pattern of late, which has left markets in local currency terms marking time over the last month following their initial sharp recovery from the March lows.Q1 2020 hedge fund letters, conferences and moreIn sterling terms, however, global equites have continued to trend higher on the back of a renewed weakening in the pound as worries of a hard Brexit reappeared once again. The recent round of EU-UK trade negotiationsbroke up in tetchy fashion, with the two parties still miles apart …

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