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Perspectives

Recent events on the markets have made it more important than ever for investors to keep abreast of the financial news. In this context, we dedicate this newsletter to the latest edition of our quarterly analysis of the financial markets, “Perspectives”.

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  • Structural obstacles to economic growth persist, but growth could be temporarily accelerated by cyclical factors.
  • The trend towards higher public spending points towards higher inflation in the longer term.
  • In an environment in which interest rates are kept at artificially low levels, equities can serve as a hedge in a higher inflation regime.
  • DOWNLOAD PERSPECTIVES N°166