- Cross Asset Investment Strategy - February 2021
Cross Asset Investment Strategy - February 2021
Thursday 04 February 2021
Research / Market
Cross Asset Investment Strategy -
Find the latest edition of the monthly publication of our Research Team.
ECB QE Monitor - April 2021
The Eurosystem started its QE in March 2015.
Shifts & Narratives #1 - Do not give up on fundamental valuations
Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio construction.
Dollar: short-term bull, medium-term dull?
As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar. In the medium to long term, the extra-sized US fiscal stimulus will provide downward pressure to the dollar.