Eurizon’s view takes the name “The Globe”
Andrea Conti, Head of the Eurizon Macro Research & Product Specialist team, explains the AM company’s positioning in August 2022, pointing out the themes to watch and the opportunities. The baseline scenario for investors is shifting from inflation to the slowdown of growth, a context in which medium and long-term government yields should continue to stabilise. This could support the stock markets, that are already pricing in part of the macro slowdown.
Watch the video to find out more.
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.