News

Market levels now require a lucid approach to risk-return potential.

After a year of (re)defining global trends of the world... are we still looking at the same key investment themes for the future?

Will the economy and markets reach escape velocity or land back down to earth?

Is the market environment of the past decade (falling interest rates, the all powerful central banks, zero inflation, weak growth) on the verge of a major change?

In every respect, 2020 has been an unprecedented year that has raised economic, political, and ecological questions, amongst others… How should we approach 2021?

In the light of recent developments, we believe it is important to update you on our market vision in this uncertain and difficult context.