1. Will inflation
peak?
We believe US inflation has peaked and will continue to ease. While the Eurozone and UK still have some way to go, inflation will ease in time.
2. Will central banks pause?
The US Federal Reserve’s next rate increase is, in our opinion, likely their last of 2023. We believe the European Central Bank and the Bank of England will follow suit later in the year.
3. Will China’s economy
pick up?
Without pressures from inflation, China has room to continue with measures that stimulate its economy, which could create new opportunities.
Daniele Antonucci
Co-Head of Investment & Chief Investment Officer
Information correct as at 25 May 2023
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