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Make 2022 an opportunity

Market Insights 18.01.2022



2021 has been a bumpy ride for investors with concerns on recurring uncertainties caused by the new Covid variants affecting the economy. However, it paid off for investors who have kept their nerve and seized opportunities. The year ahead has two main talking points: inflation and rising interest rates. Which impact of these macro points on the financial markets, which positioning should investors favor in 2022?

Watch the replay of the Investment Brief presented at ODDO BHF Live where Bruno Cavalier decrypts the macro economic environment and Laurent Denize explains the consequences on the financial markets and our convictions for 2022.



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