BCB & Partners S.A. - Gestion De Fortune

Weekly Investment Strategy


In this latest edition of our weekly investment strategy update:

  • The ¨terrible¨ fate of autocrats ;
  • Short-term tailwinds for Biden yes, but… ;
  • Fixed income. US inflation break-evens still have some room ;
  • Fixed income. The ECB is still searching its own road ;
  • Equities. Reflation and green disruption ;
  • Equities. The social media debacle ; and
  • Equities. Confusion over Chinese stocks listed in the US.

Click here to read our weekly financial markets update report.


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