A strong, but still not crowded rally

We speak to Marija Veitmane who is Senior Strategist in the Multi-Asset Class Research team at State Street Global Markets. We ask Marija what State Street’s proprietary “Price Stats” are telling us about inflation trends as she shares some fascinating insights on semiconductor shortages. We ask about her readings on investors’ positionings and what ETF flows are telling us? We ask her how long can Europe remain a favourite “reopening” trade? We discussed whether European bank stocks and cyclical stocks are still a good buy, and whether technology stocks will retain a special place in portfolios. Finally, Marija shares how Latvia (her home country) is a hidden gem for travellers!