Scenarios between energy transition and the profound consequences of the pandemic Global growth is clearly slowing, inflation is starting to decline but it will take time for it to cool (and some of the factors that fuelled it remain active), monetary policy pressure could ease The expected spike in interest rate growth, lower inflation and the phase of the cycle open up opportunities in bonds In the still weak equity market, there are segments with interesting fundamentals The dollar remains a safe haven but is overvalued Timing of investment and choice of entry level are, more than ever, essential The pandemic will have profound consequences yet to be deciphered: structural inflation and energy transition are two of the key factors ff As we… Read more
