2023 Top 500 ranking: 8
A sweet spot, but keep a sharp eye on the macro side
Risky assets have been in a very strong uptrend since the beginning of the year. The key question now is, where do we go from here? There are two main driving forces to focus on in the current context.
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Asia, led by China, is at the forefront of the global movement towards sustainable development, heavily investing in green technologies. The region accounts for approximately 70% of the $470bn global investment in clean energy technologies necessary to meet the 2030 Net Zero Emission Scenario demands
”Inflation remains the main driver of central banks’ policy actions. We could see more appetite for European bonds as the ECB looks on track to start cutting rates in June.”
Equities have performed very well in the first quarter of the year. Where do we go from here?
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