House view on the market – October 2021 1 month ago

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

The latest House View is out, covering China‘s real estate market woes, energy prices and central banks. If the situation in China should be contained by the stability-focused government, we would still expect negative effects on markets. In the meantime, the ongoing surge in energy prices ahead of winter on the Northern Hemisphere is another factor that could dampen economic growth going forward. Central banks will need to walk a fine line. Read more in our House View.

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