Jan 13, 2022 / 01:00PM GMT
Presentation
Jan 13, 2022 / 01:00PM GMT
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Corporate Participants
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* Frank Häusler
Vontobel Holding AG - Chief Investment Strategist
* Peter Romanzina
Vontobel Holding AG - Head of Swiss Equity Research
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Frank Häusler - Vontobel Holding AG - Chief Investment Strategist
Welcome, ladies and gentlemen, to the Investment Outlook 2022. My name is Frank Häusler, and I'm going to present you our macro expectations for the year.
You read it in the newspaper, you hear it on TV, the word stagflation. So I'll try to convince you that you should neither be afraid of stagnation nor of too much inflation. If you look at this chart, what you can see here is that the 3 major economic areas are, again, growing above the level as we had seen prior to COVID. And in our baseline scenario, the U.S. and the Eurozone will actually catch up to the long-term trend growth by the end of this year. China is in a different situation. China is delivering below potential and
Vontobel Holding AG Investment Outlook 2022 Presentation Transcript
Feb 15, 2024
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