Weekly Investment Strategy -23-02-21

February 23, 2021 - 1 min read


These Disturbing Digital Friends

In this latest edition of our weekly investment strategy update:

  • The support of structural and cyclical factors ;
  • A series of unquestionable victories ;
  • A tricky dilemma for policymakers ;
  • Fixed income. Inflation is on everyone’s lips ;
  • Currencies. Higher yields, lower dollar ;
  • Equities. The market believes in Janet Yellen’s “time to act big” ; and
  • Equities. Oil companies, a buying opportunity?

Click here to read our weekly financial markets update report.


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