Plenisfer I Quarterly Outlook April 2022

In Short

Quarterly outlook April 2022 by Plenisfer Investments

Looking at the current and future scenario, we remain cautious in terms of overall risk taking. Some long-standing trends, such as energy crisis, deglobalization and the need for income redistribution, support a risk of persistently high inflation. 

The crisis in Ukraine has accelerated certain dynamics, generating a scenario of lower growth (especially in Europe) and structurally higher inflation. We think the best approach is to strictly monitor the overall risk level in our portfolio.

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Plenisfer I Quarterly Outlook April 2022
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