Macro Corner: What’s in store for Q4?
Mabrouk Chetouane and Julien Dauchez from Natixis Investment Managers Solutions explore the key market storylines and asset allocation trends as we look ahead to the fourth quarter of 2023.
- What investors may have missed about the impact of US growth.
- The impact of higher inflation for longer on portfolio allocation.
- Whether fears of stagflation across the eurozone are overdone.
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