Weekly Investment Strategy -19-01-21

January 18, 2021 - 1 min read


EU False priorities

In this latest edition of our weekly investment strategy update:

  • EU is proving more mercantilist than strategic ;
  • Fixed income. Chasing opportunities ;
  • Currencies. Nothing seems to be able to derail the Yuan ;
  • Equities. Covid mutants scare the stock market ; an
  • Equities. Chinese Big Techs not on the US blacklist.

Click here to read our weekly financial markets update report.


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