Investment Insights
21.5.2021

Monthly Investment Outlook - May 2021

In this month's investment outlook, we take a look at:

  • Speculative assets with a focus on Bitcoin & the crackdown on cryptocurrencies by the Chinese regulators.
  • Why the surge in valuations across all asset classes.
  • Our belief that current prices are often not justified and ultimately not sustainable.
  • Our view that the excess liquidity is distorting financial markets and have led to multiple bubbles.

 

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