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vendredi 16 décembre 2022

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Fax du vendredi 16 décembre 2022 - Tous les titres

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Reasons to be optimistic in 2023...

If the past couple of years has taught us anything, it is that surprises come from unexpected places at unexpected times. Artemis' CIO, Paras Anand, challenges widely-held assumptions in the hope – perhaps even expectation – of some pleasant surprises in the year ahead. This year has brought shocks to many systems. Few can ignore the fact that inflation is back and the era of low interest rates has come to a close. Pivot points like this send tremors through the markets. Bonds have experienced their worst year in history. The rocketing growth stocks that have driven equity market returns since 2008/9 have suddenly run out of fuel – low-cost capital – and come tumbling back to earth or to a much lower orbit. Zombie companies are going under – at least in public markets....

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