In the second of a two part interview, Kokou Agbo-Bloua, Société Générale’s global head of flow strategy & solutions, and global head of economics, cross-asset & quant research within the bank’s global markets division, talks about QIS and ESG in the current environment, and other themes and opportunities arising in the post-Covid world.
Agbo-Bloua notes that a lot of investors are puzzled by the strength of the recovery in the equity markets when the short-term picture is pretty gloom – massive unemployment, economic hardship and the prospect of a second wave and lockdown. If you add to that the US elections and what it means for corporate tax, tech stocks or even Brexit, there are a lot of uncertainties to juggle with. “In this environment one of the themes we find interesting and think will resonate with inv