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Market Compass October 2021

In Short

Edited by the Macro & Market Research Team. The team of analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues. The team translates macro and quant views into investment ideas that feed into the investment process.

Highlights:

  • The approaching end of the monetary stimulus and supply chains disruption are keeping markets nervous.
  • Yet the success of vaccination and the still substantial policy support (especially in Europe) should prevent the worst.
  • Bond yields are increasing and real yields will start adjusting to the incoming tapering. But the move will remain contained.
  • We maintain a very prudent pro-risk bias, as equity returns - while decreasing - are still higher than bonds.

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Market Compass October 2021
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