Friday Investment Talk: Inflation, Water and COVID

The ECB makes headlines announcing a continued dovish stance while waiting for CPI to raise above 3%. Investors continue to wait for growth to happen after years of anticipation.

Water is an ESG hot topic where funds face a hard time finding companies to diversify their investments. We look at several outperforming stocks that directly benefit from the future water shortage.

Markets rebounded after the Friday-Monday sell off due to the delta strain concerns in Asia. The small caps find it difficult to gain traction while large caps reach new all time highs. August looks to be troublesome from a historical perspective.