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Mensuel de mai 2022 - Fonds d’investissement

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European Equities: why we are still constructive on the outlook despite the war
By James RUTLAND, Fund Manager Invesco   As ever, things have moved quickly in 2022. Since our outlook at the start of the year in which we talked about a robust economic outlook, we have seen the tragic events unfold in Ukraine. Clearly, this is going to have an impact on the near-term outlook. However, many of the building blocks we identified at the start of the year have been reinforced by the conflict. The biggest change appeared in the short-term outlook for the consumer, but although there is uncertainty, we don’t think that all will be lost.   Encouragingly, how policymakers reacted to COVID – and now the invasion – is very different to how they responded to the Global Financial Crisis (GFC). In our mind, this calls into question the type...
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