Equity returns : where growth tells most of the story

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<dc:creator>Saner, Patrick</dc:creator>
<dc:creator>Ellarby Sánchez, Daniel</dc:creator>
<dc:creator>Swiss Re</dc:creator>
<dc:date>2023</dc:date>
<dc:description xml:lang="es">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</dc:description>
<dc:identifier>https://documentacion.fundacionmapfre.org/documentacion/publico/es/bib/183924.do</dc:identifier>
<dc:language>eng</dc:language>
<dc:publisher>Zurich</dc:publisher>
<dc:rights xml:lang="es">InC - http://rightsstatements.org/vocab/InC/1.0/</dc:rights>
<dc:subject xml:lang="es">Información financiera</dc:subject>
<dc:subject xml:lang="es">Mercado de seguros</dc:subject>
<dc:subject xml:lang="es">Gestión de activos</dc:subject>
<dc:subject xml:lang="es">Entidades financieras</dc:subject>
<dc:subject xml:lang="es">Liquidez</dc:subject>
<dc:subject xml:lang="es">Estabilidad financiera</dc:subject>
<dc:subject xml:lang="es">Renta variable</dc:subject>
<dc:type xml:lang="es">Books</dc:type>
<dc:title xml:lang="es">Equity returns : where growth tells most of the story</dc:title>
<dc:format xml:lang="es">2 p.</dc:format>
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