Fynsa
The expected drop in the price of the dollar to the vicinity of 800 should not occur until next year.
In our base case, we expect some moderation in U.S. interest rates in the coming months and recommend considering moving gradually out of cash into longer maturities and corporate bonds.
The sector has been looking for alternatives in non-bank players for some time and, within these, the Private Debt business has shown particular attractiveness.
As usual, the Nordic nations are at the top of the annual Natixis ranking.
