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.
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...