Weekly Investment Focus
▪ Bonds are useful when the economic cycle, after reaching a peak, is reversing.
▪ It will be better to be focused on high quality, short-term, sovereign and US bonds.
▪ Emerging corporate bonds can add a bit of dynamism and diversification.
▪ Bitcoin fell to its lowest level since September 2017, at 3,523 dollars, but is not at all dead.