NAM's fund managers are urged to pick equities with defensive tilt as their 2020 playbook lists "thematic and tactical" opportunities
Swedish equities should be a good place to position for an eventual rebound in China and the United States next year, writes Nordea Asset Management in its 2020 Outlook.
BY REETA ILONA PAAKKINEN
The mix of European growth and inflation will stay very subdued and improve in the second half of 2020, led by a recovery in Germany, Spain, Italy, and Greece, expects Nordea Asset Management in its 2020 Outlook.
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