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.
We have asked some questions on the topic to Ben Inker, Co-Head of Asset Allocation at GMO and Léon Kirch, Managing Partner, CIO European Capital Partners.
In 2020, we have already gradually started to balance our portfolio, which was previously very growth-orientated, and added more value markets and value managers in a broadly diversified manner.
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?