Fidest – Agenzia giornalistica/press agency

Quotidiano di informazione – Anno 34 n° 349

Under pressure: Economic and investment update

Posted by fidest press agency su mercoledì, 21 settembre 2022

Our new CIO Insights: Under pressure presents our current economic forecasts for 2022 and 2023, along with asset class updates and forecasts to September 2023.With European energy dependency, possible future inflation paths, the success of Chinese economic reopening and likely U.S. consumer behaviour among the issues taxing policymakers, the global economy and markets remain under pressure.Economic uncertainties will keep markets volatile in the short term and we think that both the U.S. and Europe face a period of economic contraction. But we believe that these recessions are likely to be mild and well behind us by mid-2023. As usual, markets are likely to anticipate economic reality, so we see some limited upside for equity markets over the next 12 months. Monetary policy (in both the U.S. and the Eurozone) is set to remain restrictive for some time, with implications for bond yields.Market narratives may take time to stabilise and, as we traverse a complex and continuously evolving investment landscape, we reiterate the importance of active management and thematic investment.The report also includes short updates on our key investment themes, centred around technology, demographics and sustainability. We also include summary tables of our economic and market forecasts

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