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Trends

Market Confidence In The Eurozone's Recovery Is Under Threat

Real GDP grew by 0.3% in the final quarter of 2015 and by 1.5% for the year as a whole in the eurozone. As in 2014, domestic demand was probably the main driver. The expenditure components of GDP have not been published yet for the region as a whole

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What does the US economy tell us about sector valuations?

US equities have declined year-to-date driven by growth concerns. Fundamentals suggest the US market and most sectors are undervalued. However, valuations seem to broadly confirm our sector allocations. Our models suggest that if the US consumer remains robust and inflation low, then there is upside potential in the market.

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How will a rate hike affect equities?

October’s US unemployment report confirmed that the economy is getting stronger, making the probability of a first rate hike in December look more likely. In this context, Lazard Frères Gestion examines the consequences of a rate increase on the equity market from two separate angles.

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Emerging Markets Winners and Losers: Q3 2015

Investor risk aversion battered emerging market (EM) assets during the third quarter. Local currency and hard currency markets both posted negative gains and EM equities posted double digit losses

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Capitalism vs. Communism

The US and EU are highly regulated examples of capitalism at work while China is a communist country that is committed to entering the global economy, which entails deregulation of the old system.

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