Centro de Documentacion de Fundación MAPFRE - Equity returns : where growth tells most of the story

Publicación: Swiss Re : Zurich, 2023Descripción física: 2 p.Serie: (Economic Insights)Notas: 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 latterMateria / lugar / evento: Información financiera Mercado de seguros Gestión de activos Entidades financieras Liquidez Estabilidad financiera Renta variable Otros autores: Ellarby Sánchez, Daniel
Swiss Re
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