Short and Sharp: What if it all goes wrong?
Global markets have started 2021 with the same enthusiasm for the global reflation trade that has been driving markets since November of last year. We too are focusing on this longer-term recovery theme and with vaccine distribution underway, countries should gradually return to pre-crisis activity…
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We’ve raised our Dynamic Risk Score to a 6. What does that mean for investors?
We recently raised our Dynamic Risk Score from a 5 to a 6 as a result of the following influences: Improved valuations Expected oil price stability Continued strength of global economic fundamentals Reduced Eurozone political risks Our decision to increase the Dynamic Risk Score reflects our…
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