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European equities: capturing micro and macroeconomic disparities (in French)

European equities: capturing micro and macroeconomic disparities (in French)

With the return of inflation, the rise in interest rates and sectoral transformation, financial markets have changed their frame of reference, to the extent that investors today are better favouring active management, focused on company fundamentals. Gianluca Castrilli’s analysis is published on sphere.swiss/digital – December 2023

Click here for the French version

 

 

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