Natixis goes all in on US equities: ‘Fear of stagflation is vastly overstated’

Mabrouk Chetouane - Natixis
Mabrouk Chetouane - Natixis
The French asset manager Natixis is strongly in favor of US equities in its asset allocation. Despite the war in Iran and trade tariffs, the outlook for the US economy is actually quite positive, argues chief strategist Mabrouk Chetouane.

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