Weekly Investment Strategy – 15 August

August 15, 2022 - 1 min read

Fairy tales and other fables

In this latest edition of our weekly investment strategy update:

  • US administration sensitivity;
  • A silver lining for Democrats?;
  • A though landscape for a US administration in denial mode;
  • Fixed income. Bond volatility is here to stay; and
  • Equities. Buying opportunities in the European defense sector.

 

Click here to read our weekly financial markets update report.

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