Report
Euro zone: The great rotation from bonds into equities has not yet begun
When we look at resident and non-resident purchases of equities and bonds, equity valuation and long-term interest rates, we see that the great rotation from bonds into equities has not yet begun in the euro zone. But thi s rotation will take place , even if there are shocks and risks, given the sustained period of very low long-term interest rates and decent economic growth. This gives cause for optimism about the outlook for European equities.
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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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