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Perspectives

Every quarter, our fund managers analyse trends in the global economy and financial markets. Read their views on the third quarter of 2021.

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Macroeconomic environment
  • The improvement in the global economic situation is accelerating as services activities gradually recover.
  • The key question of whether the current inflationary pressures are transitory or permanent is difficult to answer.
  • For the first time since the start of the pandemic, the US Federal Reserve has indicated that it has started talking about moderating its ultra-accommodative monetary policy.


Financial markets
  • The issue of inflation is of paramount importance for the financial markets.
  • Equity markets seem to be well ahead of economic reality.
  • Gold companies continue to display very strong fundamentals.

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