DNCA: Convictions & Outlook - Q1 2022

Read our affiliate’s views at the end of the first quarter 2022.

Highlights

  • Growth is decelerating but demand remains resilient.
  • Monetary policies are tightening but we should always stay away from a restrictive environment.
  • The necessary fiscal support prevents any rebalancing of public spending.
  • Inflation is undergoing a structural change reinforced by short-term dynamics.

Resources

Written on April 14, 2022.

This article has been provided for information purposes only to professional clients. It must not be used for retail investors. The provision of this material or reference to specific sectors or markets in his article does not constitute investment advice or a recommendation or an offer to buy or sell any security. Investors should consider the investment objectives, risks, and expenses of any investment carefully before investing. Views expressed in this article as of the date indicated are subject to change and there can be no assurance that developments will transpire as may be forecasted in this article.

DNCA FINANCE - Affiliate of Natixis Investment Managers. DNCA has been approved as a portfolio management company by the French Financial Market Authority (Autorité des Marchés Financiers) under number GP00-030 since 18 August 2000. 19, place Vendôme - 75001 Paris. www.dnca-investments.com