Report
Investors should be reassured
Equity and corporate bond investors in OECD countries should be reassured , because: Inflation is not returning, so interest rates are going to remain low; Thanks to the low interest rates, all groups of economic agents are solvent and no recession trigger is in sight; Growth should therefore remain decent, close to potential growth, paving the way for continued l ow default rates and high corporate profitability. Given this backdrop, equities and corporate bonds in OECD countries are still cheap.
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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