14/11/2023
Expert Talk
Multi Asset Fund Flash: Position for China’s Tactical and Medium-Term Opportunities
Reassessing the view on Europe: Hot questions for investors
Thursday 22 September 2022
Expert Talk
Reassessing the view on Europe: Hot questions for investors
Stagflationary environment in Europe and the energy crisis – We expect a winter recession in the Eurozone due to the higher cost of living, particularly higher energy and food prices, which will affect consumer demand. Geopolitical tensions with Russia are exacerbating this inflation given Europe’s reliance on Russia for its energy needs.
