Forty days after the start, the risk of a prolonged conflict between Russia and Ukraine increases but market prices have essentially held The conviction of the temporariness of the sanctions, the availability of immense liquidity (injected into the economy by central banks to deal with the pandemic) and the global economic recovery after the health emergency are compatible with the relative stability of the market Although there are no signs of it at the moment, the risk of a recession cannot be excluded and it is advisable to prepare to face it by carefully selecting investments Another key point in the investment strategy of this phase is the management of the inflation, fueled by the upward trend in commodity prices. Still valid, in this… Read more
