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The zero COVID policy and the property sector route in China also put pressure on metals prices.
In a current environment marked by inflation and high volatility, which affect markets, having a consistent portfolio is crucial. Thematic equity investments can represent a great opportunity in this challenging scenario.
Metals are essential in the energy transition.
The policy also provides for halting financing of a majority of issuers who develop new oil & gas projects, as advocated by the IEA.
OFI Asset Management believes that the economic and market backdrop in autumn 2022 will be particularly difficult and tense.
In this third episode of the year of the world of fund selection titled “Cryptocurrency” we had Fahd Bargach, Fund Selector at OFI Asset Management about Cryptos and why 2021 was a big year for this industry.
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