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Equity returns : where growth tells most of the story

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003  MAP
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008  230927s2023 che|||| ||| ||eng d
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1001 ‎$0‎MAPA20180014208‎$a‎Saner, Patrick
24510‎$a‎Equity returns‎$b‎: where growth tells most of the story‎$c‎Patrick Saner, Daniel Ellarby Sánchez
260  ‎$a‎Swiss Re‎$b‎Zurich‎$c‎2023
300  ‎$a‎2 p.
4900 ‎$a‎Economic Insights
520  ‎$a‎Inflation 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
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650 4‎$0‎MAPA20080601324‎$a‎Entidades financieras
650 4‎$0‎MAPA20080547967‎$a‎Liquidez
650 4‎$0‎MAPA20110021238‎$a‎Estabilidad financiera
650 4‎$0‎MAPA20080570422‎$a‎Renta variable
7001 ‎$0‎MAPA20230007891‎$a‎Ellarby Sánchez, Daniel
7102 ‎$0‎MAPA20080436261‎$a‎Swiss Re
85600‎$y‎MÁS INFORMACIÓN‎$u‎ mailto:centrodocumentacion@fundacionmapfre.org?subject=Consulta%20de%20una%20publicaci%C3%B3n%20&body=Necesito%20m%C3%A1s%20informaci%C3%B3n%20sobre%20este%20documento%3A%20%0A%0A%5Banote%20aqu%C3%AD%20el%20titulo%20completo%20del%20documento%20del%20que%20desea%20informaci%C3%B3n%20y%20nos%20pondremos%20en%20contacto%20con%20usted%5D%20%0A%0AGracias%20%0A