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DPAM CIOs share a portfolio positioning overview on the current context and further impacts going forward.
THE EUROPEAN DEPENDENCE ON RUSSIAN GAS AND THE IEA 10-POINT PLAN
Across Europe, financial markets, politicians and citizens are getting increasingly nervous about the consequences of the Ukraine crisis and Europe’s reliance on Russian gas. What would be the impact of a possible, sharp decline in European gas imports from Russia?
TESTING PARITY
As the EURUSD currency pair broke past 1.10, investors are wondering whether it might continue to depreciate towards 1.00? Let’s unravel the disproportioned uncertainty on the markets as a consequence of the Russia-Ukraine conflict.
TALENT POWER
The recession narrative is gaining strength. During the upcoming stagflation episode, successful companies will combine pricing and margin power with talent power.