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).
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.
Thanks for following me!
Let's explore more investment opportunities!
$Dow Jones Industrial Average (.DJI.US)$ $Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$ $Hang Seng Index (800000.HK)$ $AMUNDI FTSE China A50 Index ETF (82843.HK)$