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Amid slowing economic growth, soaring inflation and the fear of rising interest rates, investors may be taking a second look at the high valuations many digital platform and software stocks command.
When streaming service Netflix reported that it had lost 200,000 subscribers during the first quarter of 2022, its share price plunged by almost 40%. What could this be due to?
At the end of April, the ICE Bank of America MOVE index, which measures the implied volatility in bond markets for the next month, climbed close to the peak seen in early March after the onset of war in Ukraine.
Conversely, selling pressure on sovereign debt, particularly Italian, is fading. The flexibility proposed by Christine Lagarde has contributed to reducing this pressure.
Insights
While the current focus is firmly on the implications of yen weakness, there is a far more compelling wider picture emerging in Japan.
Over the past two years more wealth managers have put bond ETFs at the center of their portfolios and institutional adoption of bond ETFs has broadened and deepened.
April’s BoA Merrill Lynch Fund Manager survey has pointed to the weakest outlook for corporate profits since the onset of the Covid pandemic in March 2020.
The next decade will be the age of digitalisation of production, sustainable energy production, the use of artificial intelligence in various fields, and the electrification of transportation.
Georgios Tsevas, from BCP Banque de Commerce et de Placements is our Advisor of the month for May.
Capital Group’s the ESG Global Study 2022 surveyed 1,130 global institutional and wholesale investors.
Themes
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