Weekly Investment Strategy -13-07-21

July 13, 2021 - 1 min read


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 and risk on Chinese equities listed in the US ; and
  • Equities. No more sales of new combustion vehicles in 2035 in the European Union?

Click here to read our weekly financial markets update report.


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