Massive
stimulus measures from
governments and central
banks caused markets to
whipsaw in the face of
crumbling forecasts.
Commodities markets, such as
oil and gold, were hard hit
by selling. We reiterate our
investment response in the
face of these moves.
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We have seen
government
commitment to
massive
programmes to
support markets
and economies,
although details
are limited.
Last week there
was a sell-off
in the
government bond
markets. We
believe this is
due to profit
taking, but also
the likely scale
of new bond
issuance by
governments.
The oil price
has suffered
dramatically
over recent
weeks. Last week
it was down
another 13%,
with large
swings during
the week.
It's very
difficult at the
moment to get a
clear picture on
market
fundamentals. We
are seeing
earnings
forecasts being
cut but
valuations are
starting to look
better.
We
will
be
sending
regular
updates
to
keep
you
and
your
clients
informed.
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us
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