Q2 2021:
Staying the Course
2Q 2021 brought some important indicators of the future direction of the economy. Concerns about inflation and a high level of uncertainty among investors remain. The future is still shrouded in fog. The question is, should we continue staying the course? Q2 2021 Highlights: The U.S. economy continues to recover in Q2 2021. Economic growth […]
Debt:
The Vicious Circle
Debt is considered a form of risk in the context of financial market factors. In our research, we analysed the level of global debt and structural debt of the world’s three major economies – the US, the EU and China’s. Excellent risk management is a defining condition for long-term investment success, so it is important to monitor and examine debt as well as a source of risk.
Inflation:
On the Rise
In this investment research, we have studied inflation, its predecessors and impacts, and propose various alternatives to protect ourselves or benefit from periods when inflation rates are high or expected. We also looked at the impact of inflation and deflation, their correlation across and between different asset classes since the 1900s, combined with interest rates, unemployment, GDP growth, market valuation and other factors over different periods of time.
Q1 2021:
En Route to Recovery
The first quarter of 2021 was marked by the recovery of the world economy. Macroeconomic data on all fronts were significantly favorable in Q1. However, long-term rising inflation above 2% is a source of concern for investors. What are the expectations for Q2?
