Stock exchanges, 60 stocks to beat uncertainty from Milan to Wall Street
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From Intesa Sanpaolo in Piazza Affari to Microsoft, still on the throne of Wall Street, up to the big European pharmaceutical company Novo Nordisk, a leading Danish company in the treatment of diabetes, since it produces 49% of insulin on the global market. Sixty stocks – the most popular in the portfolios of the best funds of the three-year period (March 31, 2020-March 31, 2023) – to beat the uncertainty. That generated by inflation and higher interest rates and for a longer time than the one taken into account a few months ago. The one that comes in the face of cautious profit estimates and the fear of a recession. The one that crosses the stock markets waiting to understand, after the setback linked to the banking crises, how much money will really be around. The bankruptcy of Svb and the Credit Suisse affair were “the first jolt of a series of future shocks” or not, wonders Ritu Vohora, investment specialist at T. Rowe Price. No recipe fits all, even more so in the scenario of the first part of 2023, in which bond yields are back (but not enough to beat inflation) while the stock exchanges have dealt first with the euphoria and then the risk aversion. Everyone must, as always, come to terms with their propensity for risk and their objectives.
24th Apr 2023
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