
H2 2022 Investment Outlook - Life above zero: investors’ jou...
Investors will have to navigate a fragmented world of slowing growth, higher inflation and increasing divergences between regions and sectors.
Read moreThe energy crisis in Europe, coupled with supply chain bottlenecks worldwide, and accelerated monetary tightening are the major headwinds for the Eurozone and for the Spanish economy.
More 5 to 10 minutesThe growth outlook for Italy has been revised down on tighter financing conditions and monetary policy normalization, coupled with the energy crisis in Europe and global value chain bottlenecks.
More 5 to 10 minutesWe expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their credibility.
More 5 to 10 minutesValuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.
More < 5 minutesThe three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without harming the markets.
More 5 to 10 minutesGlobal ESG bond markets are bound to deliver another record year of new issuance volumes, led by broad-based dynamic activity in all its major segments.
More 5 to 10 minutesWe expect a further slowing of growth in Eurozone public debt in 2022, mirroring the 2021 trend vs. 2020 which saw a peak in net issuance, while EU bond supply is likely to remain close to the 2021 level.
More 5 to 10 minutesAs the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.
More > 10 minutesPersistent supportive funding conditions and the improved macro picture are consistent with a current and expected benign picture for US and European default cycles, which are likely to remain on a downward trend in the coming months.
More 5 to 10 minutesProfessional investors are Professional investors of the European Union, as defined as in European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments(MIFID) to investment services providers and any other professional of the financial industry,and as the case may be in each local regulation, and, as far as the offering in Switzerland is concerned, a Qualified Investor within the meaning of the provisions of the Swiss CollectiveInvestment Schemes Act of 23 June 2006 (CISA), the Swiss Collective Investment SchemesOrdinance of 22 November 2006 (CISO) and the FINMA’s Circular 08/8 on Public Advertising under the Collective Investment Schemes legislation of 20 November 2008
European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (MIFID)
Private customers or retail investors, or to investors who do not comply with the definition of qualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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