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).
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