Menu
We come to the same conclusion, adjusting PE by long-term earnings growth and COE/ROE, which signals the ability to produce a return on capital higher than the cost of it.
This widening will continue as economic activity slows further, financial conditions tighten and commodity prices fall.
Central banks are on a mission to fight the inflation beast – whatever it takes, even a recession.
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.
In her role she will strengthen the competences in private debt within the Generali Real Assets & Private Markets Hub’s, led by Aldo Mazzocco.
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.
Themes
Book now