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By Gianluca D’ALESSIO, Head of Portfolio Management, FARAD I.M.
Key words for investment managers in 2023 will not only be “inflation”, “FED pivot” and “economic growth/recession”, but also “sustainable investing”. In fact, regulatory environment pushed data disclosure spread and taxonomy is supporting asset managers to increasingly apply ESG analysis screenings. After a tremendous 2022 among financial markets, this year the investment managers could face a more favorable macroeconomic environment to re-enter among equity and bond markets with an enhanced ESG awareness.
Mildly positive outlook 2023
Inflation, interest rate hikes,...
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