ASSET MANAGEMENT: New investment dynamics are the rainbow in a global storm of rising inflation and recession

📆 2022/12/12 02:19:00
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As global markets gradually emerge from the shadow of the Covid pandemic into an environment of rising inflation, asset managers are teasing out interesting investment opportunities.

Michele Santangelo, portfolio manager at Independent Securities

Slowing economic growth and recession fears have also dampened the general growth outlook, leading to depressed valuations, particularly for high-growth shares whose valuations are tied to their ability to grow top-line revenue into the future. Santangelo notes that current negativity towards growth shares is typical of the short-termism that dominates financial markets and provides an opportunity for investors with a longer-term perspective.

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