Investment Strategy
08/07/2022

We remain cautiously positioned but we are on the watch to reinforce exposure. There are numerous opportunities in emerging country and high-yield debt as well as in equities.

IN THE SUMMARY

Our economic and financial scenario: The Fed cools the US and chills the rest of the world

Asset Allocation: Opportunities are coming, the time to seize them will come

Fixed Income: Rates rises are on an express train

European equities: Navigating uncertainty

Equities: Is major consolidation on the cards?

Responsible Investment: Energy independence and transition go together

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