2023 Top 500 ranking: 8
The global recovery continues at different speeds and compositions at the regional level. Policies are pivotal in shaping the recovery trajectories, influencing market participants’ narratives and rebuilding confidence.
In order to shed some light amid this global uncertainty, we believe it is helpful to have a look at what has been surprising us during the quarter:
Read the complete whitepaper now at the link below
”As long as inflation is not resurging, better growth should support equities. We favour a diversified*global approach and selective stories, such as India.”
Macroeconomic forecasts as of 12 April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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