Carmignac

Our macroeconomic scenario for 2023

  • Published
  • Length
    1 minute(s) read

Our Portfolio Advisor Kevin Thozet talks to our Chief Economist Raphaël Gallardo about his global scenario for the coming quarters  - a world economy marked by a sharp desynchronisation of regional blocs  - and why he thinks we are entering a structurally more inflationary environment.

“We have entered into a world with negative supply-side shocks that are structural. This reflects a new geoeconomic order we have entered with the pandemic and the war in Ukraine.”

- Raphaël Gallardo, Chief Economist

* A Goldilocks economy is warm enough with steady economic growth to prevent a recession; however, growth is not so hot as to push it into an inflationary status.

Annual Meeting Replay

Watch our Annual Meeting to learn more on our market views and convictions

Click here
Thank you for taking the time to provide your feedback, appreciated.