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Is the recent risk rally sustainable?

December 02, 2020
Podcast channel
Is the recent risk rally sustainable?
Chapters
0:15
Is the recent risk rally sustainable?
1:37
Four decisive risk events to monitor
3:54
Is there still room for the rally and cyclical rotation to continue?
5:31
Asset allocation preferences
Podcast channel
Is the recent risk rally sustainable?
Dec 02, 2020

November was an extraordinary month and the risky assets rally has, by far, exceeded our expectations. Is this rally sustainable and can the rotation to cyclical continue? What are the main risk events to monitor? 

Chapters details:

  • 00'15'' Is the recent risk rally sustainable? 
  • 01'37'' Four decisive risk events to monitor
  • 03'54'' Is there still room for the rally and cyclical rotation to continue?
  • 05'31'' Asset allocation preferences 


Legal information

Show Notes Chapter Markers

November was an extraordinary month and the risky assets rally has, by far, exceeded our expectations. Is this rally sustainable and can the rotation to cyclical continue? What are the main risk events to monitor? 

Chapters details:

  • 00'15'' Is the recent risk rally sustainable? 
  • 01'37'' Four decisive risk events to monitor
  • 03'54'' Is there still room for the rally and cyclical rotation to continue?
  • 05'31'' Asset allocation preferences 


Legal information

Is the recent risk rally sustainable?
Four decisive risk events to monitor
Is there still room for the rally and cyclical rotation to continue?
Asset allocation preferences