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.