Report
Six investment ideas based on the economy’s fundamentals
On the basis of economies’ fundamentals , we provide six investments ideas that concern: Investment in defensive or cyclical industries or shares; The US equity market, particularly its technological segment; The oil industry and oil services; Exposure to Italy; Renewable energies, low carbon transport; Emerging countries’ exchange rate s .
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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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