Will the Fed manage to curb inflation without driving the US economy into recession? Will the Eurozone be able to resist the massive exogenous shock of the energy crisis? Will China manage to restore its growth in the face of the double shock of the zero-covid policy and the slowdown in the property market? These three questions make the macroeconomic environment particularly uncertain. Given these uncertainties, what strategy should we adopt in terms of asset allocation?
Matthieu Grouès, Managing Director, Head of Institutional Management and Julien-Pierre Nouen, Managing Director, Director of Economic Research and Diversified Management, provide some answers in this video.