Weekly Investment Strategy -01-01-21
In this latest edition of our weekly investment strategy update:
- Bonds still deserve … interest! ;
- Profligates cannot afford yield normalization ;
- Currencies. Will the lasts be firsts across EM? ;
- Equities. Focus on economic recovery ;
- Equities. Big Tech, 3 methods, 1 goal ; and
- Equities. Our thematic convictions for 2021, and beyond.
Click here to read our weekly financial markets update report.
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