7th July 2020
Quilter Cheviot: Diary of a Fund Manager – Bread and Circuses
In this week’s Diary, post-lockdown recovery news, observations about what will matter to markets over the next few months and some hard to answer questions.
Over the last two weeks markets have been spinning wheels as investors ponder the future. Neither optimists nor pessimists seem prepared to add conviction to their views. The impending quarterly results season could break the logjam or perhaps consumers, having remerged into the sunlight, will retreat behind closed doors once again. The virus is, of course, still there even in the ‘cleanest’ countries.
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