Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio returned around 19% on a one-year horizon, well above even the rosiest expectations of the recovery from the Covid-19-induced slump.
DiscoverMonthly Cross Asset Macroeconomy Markets Asset Allocation
Thematic Global views:
- What if the Democrats succeed in passing the capital gains tax?
This Month's Topic:
- First quarter 2021 results: a far better-thanexpected rebound that augurs well for the full year
Thematics:
- A post-Covid structural change in developed markets: the strong political will to invest in the US
- NGEU soon to be rolled out: the EU has (almost) done its part; now comes the member-states’ turn
- RMB internationalisation: the new commanding heights
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