Weekly Investment Strategy – 08 February 22

February 08, 2022 - 1 min read

Europe tortoise

In this latest edition of our weekly investment strategy update:

  • A favorable output gap story;
  • The disturbing grain of sand;
  • Fixed income. Tightening is the trend;
  • Currencies. ECB U-turn on inflation;
  • Equities. The Great Green Disconnect; and
  • Equities. The Ukrainian crisis: the Europe-Russia energy risk.

Click here to read our weekly financial markets update report.


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