Weekly Investment Strategy -03-11-20

Hopefully, a temporary relapse

In the latest edition of our weekly investment strategy update:

  • Europe prepares for renewed pain ;
  • Differences with the first wave ;
  • Fixed income. Large pre-committed to easing in December ;
  • Currencies. European yields Japanification confirmed ;
  • Equities. China under the spotlight ;
  • Equities. The pandemic is exploding in Europe and the United States. Update on vaccines ; and
  • Equities. The end of the Big Fours’ business model?.

Click here to read our weekly financial markets update report.

 

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