|
By Gianluca D’Alessio, Head of Portfolio Management, FARAD I.M.
In this uncertain market framework, last macroeconomic data releases seems providing encouraging signals that central banks are succeeding in slowly easing inflationary pressure, despite still not leading to severe negative impacts on economy leading indicators and labor market. After a tremendous 2022 for major markets and also for sustainable investing, the investment managers could face a more favorable macroeconomic environment to re-enter among equity and bond markets with an enhanced ESG awareness and with an improved market recognition of company ESG efforts.
2022 has proved to be a year of great volatility on markets and sector rotation into equity strategies, led also by...
|