- Global Investment Views - June 2021
Global Investment Views - June 2021
Wednesday 26 May 2021
Global Investment Views - June 2021 - CIO Views
Inflation has remained dormant for a long time, with years of below-target and weak inflation, but we are now reaching a delicate juncture where inflation is taking the driver’s seat in financial markets. Whether this is just temporary or will prove persistent is the crucial question and at present there are two conflicting inflation narratives...
ECB QE Monitor - June 2021
The Eurosystem started its QE in March 2015.
Shifts & Narratives #7 - Opening the Pandora’s box of social risks: Consequences for investors
The Covid-19 crisis can be considered a turning point for social issues: it has put global socio-economic inequalities in the spotlight and made them more concrete than ever before. It has also clearly shown the tragic effects, from an economic and societal perspective, that systemic shocks can have on unequal, non-resilient societies.
Cross Asset Investment Strategy - June 2021
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