Market Context and Impact on Systematic Portfolios: H1 2021

19 July 2021

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In our latest 3-minute video Razvan Remsing, Director of Investment Solutions, talks through the two key macro themes of 2021, the race between vaccines and the virus, and the consequences of actions taken by countries in response to the economic shock. He also explains the impact on different types of systematic models highlighting the opportunity set in commodity markets and the challenges of trading bonds systematically so far this year.

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