What to expect after Market ‘rally’

Expansión (es), Stock Market8 June, 2020

We share with you our last collaboration with the newspaper Expansión.

Markets are cyclothymic by nature and the current situation has proved it again. We have gone from comparing the Covid-19 crisis with the great depression of 29 or World War I/II,to now during the de-escalation we think that everything has passed without leaving scars on economies and companies.
As virtue always is at the middle, neither the Covid-19 crisis will create a structural crisis (with all the stimulus measures of central banks and government spending policies) nor will we return to normal overnight (we just need to see the situation in Asia that takes months ahead).

 

Comparte el artículo

Otros artículos

  • Five cyclical stocks that are defensive

    The newspaper Expansión, with the collaboration of DPM Finanzas,analyzes those cyclical values that can benefit from the economic recovery but [...]

  • The best equity funds to invest in the US now

    The Expansion newspaper, with the collaboration of DPM Finanzas, analyzesthe best equity funds to invest in the US. <<While it [...]

  • The Spanish equity funds that outperforme IBEX 35

    ABC newspaper, with the collaboration of DPMFinanzas, analyzes the behavior of Spanish equity funds after being one of the worst [...]