Month: July 2021

Noise and signal In this latest edition of our weekly investment strategy update: Pandemic spells long lasting macro-volatility ; Growing divergences below the surface ; Currencies. Quantitative tightening roadmap ; and Equities. Probable consolidation. Click here to read our weekly financial markets update report.   Disclaimer This document is solely for your information and under […]

Overthink In this latest edition of our weekly investment strategy update: A very fluid post-pandemic landscape ; Are stagflation fears realistic? ; Fixed income. ECB reacting out of time ; Fixed income. Unexpected PBoC announcement sends a bad signal ; Equities. The Delta variant, is it too much ? ; Equities. Full takeover of Beijing […]

Retrospective Risky assets performed well over the quarter with the focus turning to the reopening of economies and rebound in growth in an environment where central banks liquidity remains a tailwind. Long-term US interest rates have declined, the USD has stabilized and the equity markets have reached new historical highs, driven by the United States, […]

A thorn in the flesh In this latest edition of our weekly investment strategy update: Side effects of housing price inflation ; The Fed has been throwing fuel on the fire ; Fixed income. Another successful month for the ECB ; Currencies. King dollar ; and Actions. Three bad news. Click here to read our […]