This week: HY market still underestimates impact of COVID-19: The Global CIO Office’s Johan Jooste; Julius Baer: Identify winners in this heterogeneous world; Lombard Odier increases US equity exposure, focusing on healthcare; UBS: Hong Kong national security law brings short term market shocks, but capital flight yet to be seen; LGT Private Bank still prefers corporate debt HY market still…
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