TSLA
Tesla
-- 462.280 NVDA
NVIDIA
-- 140.220 PLTR
Palantir
-- 82.380 AMD
Advanced Micro Devices
-- 126.290 MSTR
MicroStrategy
-- 358.180 
2022 Outlook: Amundi Says Selecting Equities Through Inflation And ESG Lenses
Amundi, the largest European asset manager, has published 'Investing in the great transform' outlook for 2022.
We could pay attention to some key points:
Key Investment Convictions For 2022-- Moving to a late cycle in H2: equities, EM and commodities favoured.
Play equity with a focus on the least stretched areas (value, EM, Europe) and sensitivity to higher rates.
Allocation: Start neutral and recalibrate risk
Focus on inflation-sensitive asset classes to build a resilient allocation.
Equities: Selection through inflation and ESG lenses
Balancing core value and momentum with quality. On themes, consider value (banks), pricing power (luxury, semi-conductors), rising commodities (energy), capex (capital goods) and quality (pharmaceuticals).
Key Investment Convictions For 2022-- Moving to a late cycle in H2: equities, EM and commodities favoured.
Play equity with a focus on the least stretched areas (value, EM, Europe) and sensitivity to higher rates.
Allocation: Start neutral and recalibrate risk
Focus on inflation-sensitive asset classes to build a resilient allocation.
Equities: Selection through inflation and ESG lenses
Balancing core value and momentum with quality. On themes, consider value (banks), pricing power (luxury, semi-conductors), rising commodities (energy), capex (capital goods) and quality (pharmaceuticals).
I am Molly. I would share with you information about wealth management, especially the holdings and opinions of professional investors, as well as the books for beginners.
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$Dow Jones Industrial Average (.DJI.US)$ $Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $Hang Seng Index (800000.HK)$ $AMUNDI FTSE China A50 Index ETF (82843.HK)$
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