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Natixis Raises Japan Stocks Allocation, Cuts US Equity Exposure
Source: Bloomberg
Economic DataInflationInterest Rates & YieldsCurrency & FXInvestor Sentiment & Positioning
Natixis Investment Managers increased its allocation to Japanese equities, arguing Japan’s growth momentum can persist even as inflationary pressures lift government bond yields. The view implies a constructive, forward-looking stance on Japan’s equity outlook under a higher-yield environment.
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