Cross Asset Investment Strategy - July 2021

Friday 09 July 2021

 

Below are our Global Investment Views

Thematic Global views:

  • Housing boom: what are the consequences for monetary policy?

This Month's Topic:

  • DM monetary policies are at a crossroads
  • EM monetary policies normalisation as the low tide is getting higher

Thematics:

  • Euro fixed income: EGB supply/demand dynamics to improve in H2-21
  • The price of self-sufficiency
  • China’s demographic headwinds

Read More (English)

Read More (French)


Monetary policies are at a crossroads

Other news