Natixis - Investors are substituting sovereign bonds for euro-zone equities, which seems irrational

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Natixis

Patrick Artus

Investors are substituting sovereign bonds for euro-zone equities, which seems irrational

Domestic as well as foreign investors are currently substituting euro-zone sovereign bonds for euro-zone equities. This choice seems irration al, obviously given the level of long-term interest rates in the euro zone, but also the good financial situation of euro-zone companies. If this choice is irrational, it will end up being changed .

11/04/2019 5 EN

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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.

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Analysts

Patrick Artus

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Investors are substituting sovereign bonds for euro-zone equities, which seems irrational

Japan: Macro and geopolitics brew winners in industrials, IT and financials

Section 899: A tool to increase revenue or to change foreign tax policy?

ECB Takes Summer Pause to Preserve Monetary Policy Flexibility

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