Weekly Investment Strategy

January 04, 2021 - 1 min read

Bad reputation

In this latest edition of our weekly investment strategy update:

  • Bonds still deserve … interest! ;
  • Profligates cannot afford yield normalization ;
  • Currencies. Will the lasts be firsts across EM? ;
  • Equities. Focus on economic recovery ;
  • Equities. Big Tech, 3 methods, 1 goal ; and
  • Equities. Our thematic convictions for 2021, and beyond.

Click here to read our weekly financial markets update report.


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