21/03/2022
Research / Market
How Vulnerable are European Markets to Russia's Invasion of Ukraine?
Infographic - GIV - MARKETS IN 3D: DELTA, DECELERATION AND DIVERGENCES
Tuesday 28 September 2021
Research / Market
MARKETS IN 3D: DELTA, DECELERATION AND DIVERGENCES
While markets have remained buoyant recently, we are witnessing a marginal Deceleration in economic activity from peak-levels driven by the spread of the Delta variant. We think investors should remain vigilant and flexible but avoid any structural de-risking at a time when policy (in US, Eurozone and China) is Diverging.
