Guerra in Ucraina: le mosse dei Gestori d'Investimento

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Recorded14 Mar 2022

Publisherspreaker.com ↗

Handlerec:8193917

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Per Blackrock la guerra in Ucraina ha esacerbato la situazione sul fronte del caro energia e dell’inflazione, ma ha anche smorzato le attese di mosse troppo aggressive delle banche centrali. Lieve preferenza per i bond cinesi.Mentre secondo Amundi l’Europa dovrà trovare nuovi partner energetici e accelerare sulle rinnovabili, mentre la Cina si avvantaggia per l’indipendenza crescente dagli USA e il ruolo di diversificazione degli investimenti.Ne parliamo in questo nuovo VideoPodcast

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