- Shifts & Narratives #8
Shifts & Narratives #8
Monday 20 September 2021
Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio1 returned around 19% on a one-year horizon, well above even the rosiest expectations of the recovery from the Covid-19-induced slump. The S&P 500 is up +100% from last year’s bottom – an iconic figure that says a lot about the buoyant market sentiment.
Post-summer check-up on the regime shift.
Shifts and Narratives #10
China is finally emerging from the US's shadow
ESG Thema #4 - Circular Economy
Understanding why we must shift from a linear to a circular model is key for our future
Weekly Market Review 18th of October 2021
The Week at a glance