2020 Top 500 ranking: 9
Our Global Views team attempts to answer some of the questions often asked by our clients.
Read the complete whitepaper now at the link below
With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
We note progress on the vaccine front despite logistics and side effects issues. In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.
March saw ECB increasing its PEPP purchases and injecting higher than expected liquidity through a successful TLTRO tender.
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