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By Gianluca D’ALESSIO, Head of Portfolio Management, FARAD I.M.
Key words for investment managers in 2023 will not only be “inflation”, “FED pivot” and “economic growth/recession”, but also “sustainable investing”. In fact, regulatory environment pushed data disclosure spread and taxonomy is supporting asset managers to increasingly apply ESG analysis screenings. After a tremendous 2022 among financial markets, this year the investment managers could face a more favorable macroeconomic environment to re-enter among equity and bond markets with an enhanced ESG awareness.
Mildly positive outlook 2023
Inflation, interest rate hikes, recession. Last year financial markets recorded one of the worst year of modern...
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