Investment Review

Investment Review July 2021

Alternatives to stocks are still hard to come by

The economic trend is far exceeding what were already pretty optimistic expectations. A massive increase in demand is coming up against short supply due to tight inventory levels and global supply chain disruption. As a result, prices are going up, which raises the question as to the suitability of the current monetary policy. While certain central banks are making initial  interest rate adjustments, the big players are not signalling that they will be turning off the money tap any time soon.

Asset Allokation Update: Download complete report
Investment Review July 2021