Les Cahiers Verts de l'Economie : Conseil en stratégie d'investissement, analyse macro-économique (Home)
Les Cahiers Verts de l'Economie
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Time to play energy again

English -

23 Jan 2023

We have decided to overweight commodities once again in our strategic allocation. This primarily reflects our expectations for energy prices in the months ahead. At the beginning of 2023, energy made up 61% of GSCI.

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