The markets easily withstood many adversities in the summer. In the coming twelve months equities and real estate remain our favorites, though their potential returns are only moderate.
By: Darwei Kung
An OPEC+ agreement – finally
All ingredients appear to be aligned for profitable years ahead in the U.S. real-estate market, lest Covid has erased all historical patterns.
A buoyant economic recovery, record stock markets and calm bond markets. Things have been going all too well and the next surprises are unlikely to be positive.
Gold-price setback after hawkish Fed
Iran to pick up oil exports?
The U.S. real-estate sector looks set to get a boost from strongly improving demand at a time of still somewhat constrained supply. Not all sub segments are likely to benefit equally, though.