House view on the market – January 2021 4 months ago

St. Gotthard Fund Management perspective on the current financial market situation. 

In this issue we discuss the longer-term outlook for equities, given that bond yields are to remain very low compared to history. Short-term dips in equities present buying opportunities, while the return to normalcy in the second half of 2021 could give a boost to other real assets such as commodities. Read more in our House View.

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