Global Investment Views - September 2021

Thursday 02 September 2021

Global Investment View

Global Investment Views - September 2021 - CIO Views

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid variant, the deceleration of economic growth from its peak, and divergences in policies...

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