New variants Omicron trigger market turmoil; what reference can the Delta mutation provide for the present situation? What are the new concerns this time?
Asset performance during Delta escalation. Delta variation has some medium-term impact on the global supply and demand pattern and different markets, which is worth using for reference
The overall strength of the US dollar despite the escalation of the epidemic in the US. Pay attention to the growth gap and capital flow gap caused by the vaccine gap
The last round of escalation of the epidemic had a completely different impact on both supply and demand. Who has a greater impact on supply and demand in this round of epidemic?
With two decades of experience in investment management, Inez is a seasoned investment professional, well-versed in global financial markets. At VSFG, Inez is responsible for thought leadership in forecasting and creating investment recommendations for institutional and high-net-worth clients to align with their individual investment profiles. She specializes in macro analysis and forming predictive thematic investment ideas in global markets, and then aligning those high conviction ideas by recommending the optimal investment vehicles aimed to capture the best risk-adjusted returns for clients.
Prior to joining VSFG, Inez was an Investment Director at a major global asset management firm, focused on developing investment strategies and managing portfolios of family offices and high-net-worth clients. She also managed a flagship fund which produced returns that consistently outperformed the market over many years.