At May 12, 2017
Reflation trade needs more selectivity now
Jean Médecin was on “Daybreak Americas” remotely interviewed by Jonathan Ferro, David Westin & Alix Steel. Jean focused on the inflation trend and the supportiveness of global growth for markets. They discussed the European outlook and the attractiveness of European equities, particularly in the banking sector. They also talked about the concentration of the tech market.
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