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“L’enigma nell’azionario fondamentale: Cina o Stati Uniti? (SUB ITA)”

I mercati azionari hanno visto il loro più grande sell-off dagli anni '30 a causa della crisi causata dal Covid-19, la quale ha portato molti investitori a diventare molto più selettivi. Gli Stati Uniti di solito sovraperformano durante le recessioni – un rallentamento globale è ormai inevitabile – ma i fondamentali dell'Asia settentrionale si stanno riprendendo più rapidamente. Quindi, gli investitori dove dovrebbero mettere il loro capitale, data l'incertezza che prevale?
Nel nostro ultimo webinar Fabiana Fedeli, Global Head of Fundamental Equities, spiega perché la country allocation sarà il discriminante più importante nei prossimi due trimestri. Quei paesi nei quali la risposta politica al coronavirus è stata più efficace che in altri, come la Cina, possono diventare preferibili. “Rimanere selettivi” sarà la formula chiave.
Recorded May 7 2020 28 mins
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Presented by
Fabiana Fedeli, Head Fundamental Equities
Presentation preview: “L’enigma nell’azionario fondamentale: Cina o Stati Uniti? (SUB ITA)”

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  • Channel
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  • Title: “L’enigma nell’azionario fondamentale: Cina o Stati Uniti? (SUB ITA)”
  • Live at: May 7 2020 12:05 pm
  • Presented by: Fabiana Fedeli, Head Fundamental Equities
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