Tamás Menhyar, Senior Manager at Erste AM, has published an article about the change in market bias towards defensive growth stocks versus cyclicals and Value, which have taken advantage of the post-Covid 19 economic recovery until June. In a scenario of a flattening yield curve, with long-term bonds yields decreasing, the market has begun to relativize inflation fears since the Fed’s efforts to explain that the rise if inflation is transitory.
Inventory management is key to achieve value for companies in the curren scenario of supply chain vulnerability, says Principal Global Investors
Seema Shah, Chief Strategist at Principal Global Investors, believes that efficient inventory management from companies, in a scenario of weakness...