The Next Leg of Recovery
Monthly Investment Outlook – February 2021
Central Banks hand the baton to fiscal authorities for the next leg of recovery
2021 began with renewed bouts of volatility with a tug of war emerging between concerns over slow vaccine rollouts especially on the continent and delays in US fiscal support against positive earnings trends.
Indeed, continental Europe has lagged the UK and even the United States in the rollout of vaccines. Though the holiday surge in cases appears to be abating, concerns about …
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Astrid Gehoel-Ceelen
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mieke.hofman@ubp.com
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