Equities: Climbing the wall of worry

Equity opportunities in 2023 for Thematics

Matthieu Rolin, Senior Portfolio Manager at Thematics AM, shares his views on the opportunities in equity markets in 2023.
Thematics Asset Management
French SAS (Société par Actions Simplifiée)
RCS Paris 843 939 992
Share capital: €191 440
Regulated by the AMF (Autorité des Marchés Financiers), under no GP 19000027.
20, rue des Capucines
75002 Paris

Natixis Investment Managers
RCS Paris 453 952 681
Share Capital: €178 251 690
43 avenue Pierre Mendès France
75013 Paris

This communication is for information only and is intended for investment service providers or other Professional Clients. The analyses and opinions referenced herein represent the subjective views of the author as referenced unless stated otherwise and are subject to change. There can be no assurance that developments will transpire as may be forecasted in this material.

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