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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.
It’s time to get out a clean sheet of paper, focus on the fundamentals and concentrate your portfolio.
The Fed signaled yields to stay higher for longer. In this situation, the market may be tempted to price in a more severe economic slowdown.
In the period from the end of April to 22 July, the Shanghai A-share Index outperformed the S&P 500 by 11% and the MSCI Emerging Markets Index by 15%.
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