Weekly Investment Strategy -02 March 22

At the time of writing

In this latest edition of our weekly investment strategy update:

  • A terrifying and fluid situation;
  • A critical moment, that may totally reshape Europe;
  • Beyond (geo)-politics, Ukraine matters for many reasons;
  • After FOMO, TINA and the REDDIT cohort, will ¨buy on the dip¨ be the next casualty? ;
  • Currencies. Ukraine/Russia conflict is an EUR problem;
  • Fixed income. Believe it or not, but China remains a haven of peace;
  • Equities. Buy the invasion? ;
  • Oil. The new energy shock led by Russia; and
  • Energy transition. Sharp rise in green stock prices.

Click here to read our weekly financial markets update report.

 

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