365 days roadshow on the net
For all asset classes
From now on, we are in for a tougher, slower climb. Keynesian and Schumpeterian dynamics are exactly what the European economy needs right now, right here, to successfully transition out of the COVID crisis.
Investors are extremely wary of G3 monetary policies that have created a surreal world of negative interest rates whose long-term effects cannot yet be measured. Additionally, The USA is marking time pending the outcome of the election. Whereas recent fund flows have favoured the Euro, other events do not.
Financial markets were rolling over and the financial sector in particular seemed to be the target of stress. Due to the uneasiness of the markets we spent considerable time in understanding the market dynamics and the various reasons that are travelling through the investment community and hit the financial news headlines.
We expect a positive turnaround of the world growth cycle this year, driven by developed economies.