OFI AM forecasts a second half of the year with more volatility, and investment opportunities for cyclical in equities, and High Yield in fixed income.

by | 22 Jul 2021

French asset manager company OFI AM has published its  market outlook report for the second half of the year. In the current scenario  the economy  is slowing its growth after the peak in the second quarterly, and the recent change of Fed’s monetary vision, has led the firm to expect a bit more volatility, both in equities and fixed income. The second half of the year could become a period to find attractive valuation opportunities in cyclical and financial sectors (equity) and in high yield and long-term debt, taking advantage of the strenght of  USD. The asset manager firm thinks that  growth and defensive assets, will acquire more traction as opposed to  Value in this market enviroment.


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