At the gates of starting the second half of the year, the experts at Allianz Global Investors focus the key on whether it is possible to cool inflation without freezing growth, and highlight six “solutions to position equity portfolios in this environment”.
The imminent change of semester not only multiplies the portfolio adjustments typical of these dates. Investment firms update their perspectives, focused on the second half of the year. The key for this period continues to be the unknown that
