Global | Holding on to our core convictions

Posted by Javier Corominas on Jun 28, 2021 1:11:57 PM

Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key asset allocation themes are...

US earnings growth continues to surprise to the upside, with more cyclical sectors leading the way in the Q1 earnings season. This positive...