Eurizon’s view takes the name “The Globe”
Andrea Conti, Head of Eurizon’s Macro Research & Product Specialist team, explains the AM company’s positioning in these opening stages of the year, highlighting the themes to watch and the opportunities offered by the market.
With inflation on the decline again in December in the US and in the Eurozone, focus is increasingly on the macro slowdown. Data are adding credibility to the hypothesis of a soft landing, rather than a sharp slowdown of the economy (hard landing). Reacceleration of the Chinese economy confirmed, on the other hand.
Watch the vide to find out how we are positioned.

The information contained in this section does not constitute a recommendation, proposal or endorsement to undertake transactions in one or more financial instruments, nor can it be construed as an offer to sell or an invitation to subscribe to one or more financial instruments, or a solicitation to invest in any kind of securities.
The information contained herein is updated on a monthly basis.
Before accessing this Section please read the legal 'Disclaimer' setting out the scope and limitations of the information provided.