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Tactical positioning

Tactical Positioning

Reading time: 2 Min
The returns delivered by financial markets since the beginning of the year have been pleasing. But it is no time to sit back and relax. For one thing, the recent inversion of the yield curve in the US has fuelled concerns about recession. Even if a recession is not imminent, the risk has grown. We increase the allocation in gold.

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Equities and inverted yields: "So what?"

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