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Weekly Investment Strategy

A very… normal President

In this latest edition of our weekly investment strategy update:

  • A broad base ressentiment ;
  • Little relief – short term – from the recovery ;
  • The Fed is also in the spotlight ;
  • Fixed income. Chinese government bonds remain uncorrelated ;
  • Currencies. Will the big looser AUD be able to recover?, and
  • Equities. Year-end rally?
  • Equities. Interesting IPOs in the 4th quarter.

Click here to read our weekly financial markets update report.


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