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 for March 2023, pointing out themes to watch and opportunities.
Our medium-term scenario points to a gradual easing of inflation in a context of moderating growth. In the immediate term, however, the solidity of macro data is prompting the central banks to press on with the monetary restriction, while inflation continues to drop at a rather slow pace. On the other hand, the reacceleration of the Chinese economy is confirmed.
Watch the video to find out how we are positioned.
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