Goldman Sachs: Uitputtingsslag

Veel beleggers hopen op een rustiger derde kwartaal maar wij denken dat ze zich moeten voorbereiden op een volatiele zomer.

Who’s ready for vacation? After an exhausting second quarter that saw markets toggle from “crisis” mode to “return-to-normal mode” - and now perhaps back again - many investors are likely hoping for a quieter third quarter.

While we may be in “exhaustion mode,” the Great Acceleration triggered by the pandemic hasn’t slowed down. Markets could continue toggling rapidly between bi-modal outcomes, with new developments leading to outsized reactions. Investors should prepare for a summer of volatility.

How to prepare?

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