Page 1 - ISQ UK_October 2017
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VOLUME 14 | ISSUE 1 | JANUARY 2022
INVESTMENT LETTER FROM THE
CHIEF INVESTMENT OFFICER
page 2
STRATEGY EUROPEAN OUTLOOK:
BEWARE OF BASEL 4
page 6
OUARTERLY ALL QUIET ON THE EASTERN
FRONT
page 15
European Outlook page 6 US Economy page 9 Supply Chains Spotlight page 12
Geo Politics page 15 Emerging Markets page 18 Energy Transition page 25