“A central bank pause supports the case for bonds. Investors will have to assess the inflation path and the earnings outlook moving into 2024, in the search for opportunities in equities.”
“Amid low visibility on the economic outlook, quality – both for equity and bonds – is the compass with which to navigate this uncertain phase.”
Summary
- Key convictions for H2 2023
- Global themes
- Investment convictions
- Macroeconomic and financial market forecasts
You can now read the full whitepaper at the link below
