Short-term trends in the United States and Europe diverge slightly. After a slowing third quarter, the American growth accelerated in the fourth quarter.
Although some countries have taken measures to curb the pandemic, the restrictions are limited and the economy is continuing to recover, both in manufacturing and services, says Guy Wagner, Chief Investment Officer and managing director of BLI – Banque de Luxembourg Investments.
China is delivering on its long-term strategy and William Russell, Global Head of Product Specialists Equity analyses the opportunities this may have for investors.
According to GlobalData, the overall MCap of the top 25 global technology companies has increased 3% in Q1 2021.