Report
Equity investors are right to be optimistic about US equities but wrong to be too cautious about European equities
Investors should be optimistic about equity markets: Long-term interest rates are going to remain very low; The low level of interest rates stops there from being a recession, and profits are going to continue to rise; Corporate default rates are going to remain very low. Such optimism among investors is visible when it comes to US equities, but much less so in the case of European equities, which is a mistake.
Provider
Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
Patrick Artus
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