- 12 Oct, 2023
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When in doubt, investors have always preferred the U.S. market. This is because over the years it has always shown more regular growth than other geographic areas. But what are the growth prospects for the coming year?
Alexis Bienvenu, manager of La Financière de l'Echiquier recalls that in October, annual inflation in the United States was 6.2-inflation is turning into a hot topic of pure politics, even becoming Joe Biden's "main priority" who previously hardly ever talked about it.
According to Year Ahead, UBS's outlook on 2022, economic growth is likely to remain elevated in the first half of 2022, favoring cyclical stocks, including Japanese and Eurozone equities, U.S. mid-caps, global financials, commodities and energy stocks. "It is necessary to position for a stronger U.S. dollar as the combination of Fed tapering and slowing global growth favors the U.S. dollar over currencies linked to more accommodative monetary policies, such as the euro, yen and Swiss franc."
According to Stéphan Monier, chief investment officer at Lombard Odier Private Bank, geopolitical dynamics could also influence market volatility such as tensions between China and the United States, the U.S. midterm elections, and negotiations with Iran over the nuclear deal.
Laurent Denize, Global CIO of Oddo BHF, COVID has caused numerous disruptions, especially in sectors such as automotive, where demand plummeted in 2020 before marking a strong recovery in 2021. This combined supply and demand shock has generated capacity adjustment issues that come on top of a more structural trend of adapting and securing logistics chains. "Because of this, de-globalization is a strong trend and some countries, such as the United States, are trying to bring production back domestically."
The Funds
Over the past three years, as many as 15 Fundspeople 2021 Branded products investing in the U.S. market have achieved returns greater than 20 percent. The best managers are confirmed to be Morgan Stanley IM and Wells Fargo. In second place is the Brown Advisory U.S. Sustainable Growth Fund, which has performed 33.4 percent over the past three years.
I migliori fondi US Equity con Marchio FundsPeople
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