Reported 8 months ago
Various central banks around the world have implemented monetary policies that effectively control inflation, while economic growth has slowed down. Despite this, institutional investors are optimistic about investment opportunities in both stocks and bonds in the second half of the year, but they are cautious of the risks of overvaluation. Key points include the expectation of interest rate cuts by major central banks, a preference for high-quality credit bonds like Euro investment-grade bonds, positive outlook on European small and mid-cap stocks, and a strategy of combining quality equities with investment-grade bonds to manage risks and enhance returns.
Source: YAHOO