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Investment Strategy Update: Growth creates opportunities

Economic growth is expected to continue. This is positive for corporate earnings. We are therefore slightly overweight equities. And as inflation is likely to decline further, we expect interest rates to come down as well. That is why we are also slightly overweight bonds.

  • Explained in a video of 2.5 minutes 
  • 3 investment themes highlighted in 8 in-depth articles

All topics summarized in one video

  • Global trends
  • Vision
  • Asset classes
  • Conclusion