Asset Class Return Forecasts

Terug

The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond. We had previously detailed the likely systemic shifts in the macro and market landscape resulting from the transition towards a greener world: increased inflation, yields and spread risks translating into increased long-term volatility across our investment universe, and dragging down both EPS and valuations.

Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.