Market Outlook

The question of whether credit will also be supported by the European Central Bank remains wide open as no comments have been made in one sense or the other.

The People’s Bank of China is easing monetary conditions to support the economy as, far from sky-rocketing, Chinese inflation is levelling out at 2.1%.

ECB faces a serious policy dilemma, between inflation and possible recession in the face of dwindling Russian gas supplies and energy rationing.

Investors have made a big move into value stocks driven by a spike in inflation and interest rates turbocharged by Russia’s war in Ukraine.

We asked the asset managers to offer us some light on the current situation of the markets, and give us a better idea of where would be best to invest in the second half of the year.

At their last meeting, the European Central Bank decided to take a strong stance to regain credibility in managing inflation expectations.