Plenisfer I Quarterly Outlook April 2022

En bref

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

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.

Download the complete outlook:

Plenisfer I Quarterly Outlook April 2022
Picture

© Generali Investments, tous droits réservés. Ce site internet est publié par Generali Investments et est considéré comme une communication marketing et une promotion financière liée aux produits et services des sociétés du groupe Generali suivantes : Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. et Generali Investments Holding S.p.A. (ci-après dénommées ensemble Generali Investments). En outre, le site peut contenir des communications de marketing et de promotion financière de produits et services de sociétés faisant partie de la plate-forme Multi-Boutiques coordonnée par Generali Investments Partners S.p.A. Società di gestione del risparmio, et en particulier de Generali Global Infrastructure, Sycomore Asset Management, Aperture Investors LLC, Plenisfer Investments SGR, Lumyna Investments et Generali Real Estate S.p.A. Società di Gestione del Risparmio.