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(1) Which Countries Are Set To Benefit Most From A Vaccine? (2 min read) Good news surrounding vaccines is likely to come as welcome relief for some countries in particular. Sam van de Schootbrugge uses a sectoral-approach to determine which ones those are.
(Sam van de Schootbrugge│ 9th November, 2020)
(2) It’s Still A Two-Tier US Labour Market (4 min read) Falling unemployment should support both equities and bonds, writes John Tierney. But with the improvement concentrated in temporary, rather than structural unemployment, the economy could yet stall.
(John Tierney│ 9th November, 2020)
Beyond the Election: What Doesn’t Change Will Be a Lot More Than What Does (Bridgewater Associates, 6 min read)
The Democrats’ Four-Year Reprieve (Project Syndicate, 4 min read)
This Recession, Banks Are The Good Guys (M&G Investments, 4 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)