Investment Strategy Monthly Insights, November 2022

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Summary

  • Geopolitical risks declined somewhat as the U.S. and China resumed dialogue at the G20 summit in Bali.
  • October inflation data suggest a potential peak in annual price gains.
  • Green transition themes should benefit from these new waves of international pledges to decarbonization.

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Geopolitical risks declined somewhat as the U.S. and China resumed dialogue at the G20 summit in Bali. Presidents Biden and Xi Jinping seem to be working on finding common ground, which could lead to healthier competition on technology. The

Inflation

Bloomberg

EM Equities

Bloomberg

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