Weekly Investment Strategy -23-02-21
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?
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