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The potential for dividend payers to provide relative stability during market turbulence is more important than ever.
In our view it is more important to assess the impact that this regime change may have on the level of a company’s regulatory margin than to determine the inflation peak, as it is the essential determinant of a company’s business.
The key problem for investors is that the current challenge for Europe can be summarised as one single factor: the price of gas – which is both highly political and highly volatile
It is possible that the end of the year will bring some good news with a gradually lower inflation in the United States and a positive impact of the various Chinese stimulus plans.
What does this mean for investors as the fourth and final quarter of 2022 looms?
OFI Asset Management believes that the economic and market backdrop in autumn 2022 will be particularly difficult and tense.
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