The Global Insight Monthly offers perspectives from the Global Portfolio Advisory Committee on:

• Uncertainty everywhere: We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks.
• A state of suspended animation:The Fed is leaving no stone unturned as it seeks to revive the economy’s feeble pulse and keep markets functioning. We look at the what, the why, and the how of the Fed’s line of attack against COVID-19. And with the Fed adding a new twist to its asset purchase program by buying corporate and municipal bonds, the question is, should investors do the same?
• Regional equity: Our regional equity analysts present their views of markets, offering their thoughts on the evolving dynamics of the coronavirus shock as well as other catalysts, and what to expect from here.
• Global fixed income: Know no limits The spread of COVID-19 and its aftershocks on the economy have resulted in central banks taking unprecedented steps to ease financial market stress points.                     

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