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Bloomberg in-car apps are sponsored by interactive brokers. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene.

Daly, we bring you insight from the best in economics finance investment and

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I want to start this morning's conversation with Alessio de Longus.

He joins us from Invesco.

Alessio, as always, we will not ask our guests to be epidemiologists if they are not

epidemiologists. What I'm interested in from an

investor's perspective this morning is not just how the pandemic data changes but how

investor attitudes changes to those changes in the data. Can you walk me through how you think investors

will respond to the latest increase in infections we're seeing across several states?

Well, this beginning of a second wave is quite concerning because I think all of us as investors would have expected a second wave, but would have expected it maybe in the fall.

...