Weekly Investment Overview – 14th September 2020
Welcome to our weekly investment overview, we provide these to all our investment clients and we thought it would make for interesting reading for visitors to our website as well.
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Antracite Investment Asset Management Weekly Report – 14th September 2020
Closing Thoughts:
“The negatives on the horizon are the
US
election, renewed lockdowns,
economic weakness,
markets
hungry for stimulus and ongoing USChina
tension. September and
October are statically
volatile
months with historically poor
returns.
Could any of those factors,
or a combination, lead to
a renewed
downturn?
It is worth remembering
that
technology earnings are expected to
be flat
in Q3 2020 versus Q3 2019.
This is way ahead of expectations for
any other
sector in a year that has
4
been hugely damaging
to the global
economy. This is maybe why they
attract
such a premium and are also
causing such confusion
amongst
investors.”