Special Market Trends - II quarter 2023
Don't miss out: you can watch our Special Market Trends broadcast aired recently on Class CNBC.
In this episode, together with our guests Alessandro Fugnoli (Strategist at Kairos) and M. Paola Toschi (Global Market Strategist at J.P. Morgan) we talked about the largely unchanged geopolitical context; on the economic-financial side, the policies of central banks have brought about improvements on the inflation front. The real economy is showing bullish signs with market prospects appearing better than expected. And finally, we shall discuss the return of active management and balanced portfolios.