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Weekly Investment Strategy

A German shift?

In this latest edition of our weekly investment strategy update:

  • A flamboyant green tandem;
  • RealPolitik or getting tougher on China?;
  • Nord Stream 2 – The big thorn in the flesh;
  • Fixed income. Baby steps toward normalization;
  • Fixed income. Further decoupling of Chinese government bonds;
  • Equities. Rise in indices for the end of the year; and
  • Equities. Increase in arms sales.

Click here to read our weekly financial markets update report.


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