In this briefing Nicky Stewart and Edison’s chief strategist, Alastair George, discuss his view on markets. These are difficult times for communities as the COVID-19 pandemic passes through the global population. However, there is light at the end of the tunnel as the growth rate of new cases has slowed markedly in a number of European nations. Alastair believes investors should consider a modestly overweight position on global equities as market valuations remain depressed. His accompanying blog post is here.