Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.
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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🗞 #Press | How do fund managers incorporate sustainable practices in their everyday lives? Eric Bramoullé, CEO of South Asia, reveals his lifestyle choices with @CitywireAsia. ➡ For more information ⤵ https://t.co/VpMzoAZslk
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🇮🇹 #Intervista | Sottoscrivere un #fondopensione è una decisione fondamentale per tutte le categorie di lavoratori, dipendenti e autonomi e non va rimandata! Ne parla Nadia Vavassori nell'intervista a @MilanoFinanza pubblicata anche da @ASSINEWS_it ⤵️. https://t.co/9I2E7FrFLL
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