Check out this article from the Sharpe team:
Here's an excerpt:
Equities have been the poster child for the recovery, especially blue chip technology stocks in the US that are now in the race to the first 1 trillion dollar company (Apple, Alphabet, Amazon, Microsoft). Other assets have stayed pretty lacklustre in comparison throughout the period e.g. FX, bonds, commodities etc. but as we have seen signs of inflation in the past year (rolling back of quantitative easing, GDP slow down) safer/physical assets have become more attractive
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You can read the rest of
the article here.
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