Les dernières vues, perspectives et idées d'investissement des experts de notre plateforme.
Nos solutions d'investissement ont pour objectif de prendre en compte notre impact sur la société, tout en générant des performances à long terme.
With summer in full swing and the first half of 2022 behind us, it’s a good time to take stock of recent events. As we look ahead to September and October - typically the two most volatile months for markets - I am reminded that according to S&P, there is little if any historical correlation between the first and second halves of the year.1 I start with Russia and the war in Ukraine, a theme that will come up repeatedly throughout this letter. I then talk about potential ramifications for China and Taiwan, after which I take a close look at macroeconomic factors in Europe and the US. Finally, I’ll discuss my view on ways the war might come to some kind of resolution and I summarize my predictions for the remainder of the year.
What’s Up with Putin?
Rumors have circulated for months (and recent video evidence seems to indicate) that Putin is suffering from Parkinsons, or cancer. In either case, it’s possible he could have as few as six months left to live. Recent footage lends credibility to these rumors; his performance could potentially be explained by heavy medication.
© 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").
