Weekly Investment Strategy – 08 August

August 08, 2022 - 1 min read


BRICS comeback

In this latest edition of our weekly investment strategy update:

  • A new global reserve currency;
  • Dedollarization, a priority;
  • Improved coordination;
  • Fixed income. Bank of England hikes 50bps despite grim forecasts;
  • Equities. The current rally has some strengths; and
  • Equities. Build Back Better is dead; Long live the Inflation Reduction Act!


Click here to read our weekly financial markets update report.

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