Pesquisa de referências

Equity returns : where growth tells most of the story

Portada
MAP20230019092
Saner, Patrick
Equity returns : where growth tells most of the story / Patrick Saner, Daniel Ellarby Sánchez. — Swiss Re : Zurich, 2023
2 p. . — (Economic Insights)
Sumario: Inflation and especially liquidity impact stock market performance. Historically, however, the business cycle has been the key determinant for equity returns. A recession or marked growth slowdown alongside disinflation and central bank liquidity withdrawals could cap equity upside in the shorter-term. That said, central bank caution to not over-tighten could yield a soft- or no-landing scenario, with equities holding their ground vs fixed income. This should keep insurance asset allocators on their feet, given the high exposure of the industry to the latter
1. Información financiera . 2. Mercado de seguros . 3. Gestión de activos . 4. Entidades financieras . 5. Liquidez . 6. Estabilidad financiera . 7. Renta variable . I. Ellarby Sánchez, Daniel . II. Swiss Re . III. Título.