Three years of investing in European innovation
Anis Lahlou discusses why Europe is an underrated hub of innovation, fund performance, and why now is the time to take advantage of lower valuations.
With the energy crunch easing and China heading for a reopening bounce, the Euro Area will likely forego a widely anticipated winter recession, explain the Macro & Market Research Team. Yet in the US, the Fed’s fast monetary tightening may take its toll on the economy, in the form of a shallow mid-year recession. Overall, despite FOMO, the team sees little value in jumping on the bandwagon, given persistent earnings headwinds, elevated valuations and mounting signs of exuberance.
The Spotlight | Generali Investments
The return of the “everything rally”
Our February podcast interview with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management.
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