Economic life after lockdown

In this briefing, Nicky Stewart and Edison’s chief strategist, Alastair George, discuss his views on markets at the end of April.

Life after lockdown will feature ongoing social distancing.

After recovering 50% of earlier losses, global equity valuations have risen significantly and he believes investors should now be neutral on global equities, while sectors need to be selected carefully and the long-term impact of the coronavirus epidemic considered.

His accompanying blog post is here.