Plenisfer Investments I Quarterly Outlook July 2022

In Kürze

Quarterly outlook July 2022 by Plenisfer Investments
Multi-Asset & Multi-Strategy Solutions

Looking ahead to the second half of the year, we think that the cycle of monetary tightening and economic slowdown will be the key issues in financial markets. The stagflation scenario, in fact, came into focus by mid-June. Since then, the emerging outlook of many analysts focused on recessionary pressures, prompting a meaningful rally for interest rates and a correction in cyclicals, energy and materials-related stocks. However, at Plenisfer we believe that stagflation remains the most likely future scenario.

Download the complete outlook:

Plenisfer Investments I Quarterly Outlook July 2022
Picture

© 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.