Plenisfer Investments I Quarterly Outlook Q4 2022

In Kürze

Quarterly outlook Q4 2022 by Plenisfer Investments

The third quarter was characterized by great volatility: an initial correction was followed by a powerful summer rally and a subsequent correction. The summer rally was fuelled by the belief that a gradual prospective deceleration of inflation would lead central banks to ease their aggressive tightening policies. With J. Powell's speech at Jackson Hole, markets had a brusque awakening, consistent with our view that central banks will continue their policy of raising interest rates into 2023, prioritizing the fight against inflation.

Download the complete outlook:

Plenisfer Investments I Quarterly Outlook Q4 2022

© Generali Investments, all rights reserved. This website is provided by Generali Investments Luxembourg S.A. (Generali Investments) and is considered as a marketing communication and financial promotion related its products and services. Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the multi-boutique platform coordinated by Generali Investments Partners S.p.A. Società di gestione del risparmio, and in particular of Generali Global Infrastructure, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments and Generali Real Estate S.p.A. Società di Gestione del Risparmio.