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.