Plenisfer Investments I Quarterly Outlook Q4 2022

En bref

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
Picture

© Generali Investments, tous droits réservés. Ce site web est géré par Generali Investments Holding S.p.A. en tant que société holding des sociétés de gestion d'actifs du Groupe Generali ayant, directement ou indirectement, une participation majoritaire dans les sociétés énumérées ci-dessous (ci-après dénommées conjointement "Generali Investments"). Ce site web peut contenir des informations relatives à l'activité des sociétés suivantes : Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (y compris Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S. p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* et ses filiales Global Evolution Asset Management A/S - y compris Global Evolution USA, LLC et Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC ainsi que Generali Investments CEE. *Englobe Conning, Inc, Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc, Goodwin Capital Advisers, Inc (désignés comme "Conning").