In the summer, focus is shifting to the macro slowdown: how is Eurizon positioned?

The Globe, Eurizon’s view on the markets and its investment choices: August 2022. The AM company’s positioning in a scenario in which investor focus is shifting from inflation to the economic slowdown. In this context, medium and long-term government yields should continue to stabilise, and the stock markets, that are already pricing in part of the macro slowdown, should be supported.