36 strategist experts from Natixis with representatives from our affiliated investment managers, Natixis Invesment Managers and Natixis Corporate & Investment Banking have identified 2020 key market risks, expected to run through December in their new Strategist Outlook survey.
Among the top list of concerns, COVID second wave, followed by US/China trade tensions and the upcoming US elections are likely to impact the markets in the few months to come.
In this unprecedented context, the road to recovery is expected to be a W-shaped economic recovery. Market winners are threefold: technology players, healthcare and stay-at-home businesses, who remain unscathed. The pandemic reveals about the resiliency of environmental, social and governance (ESG) investing, which proved steady during the crisis.
Key figures & trends
Second wave of COVID is ranked first in the risk rating
78% of the respondents project a Joe Biden win in the U.S. elections
91% of the respondents think ESG investing will be a "winner" after the crisis