Markets Will Look Back to Fundamentals, Says Natixis' Raby

The video discusses the impact of midterm elections on market fundamentals, emphasizing that markets will likely return to fundamentals rather than react to short-term political changes. It explores US equity exposure, suggesting that strong economic fundamentals persist despite potential slower growth. The video also covers asset management strategies, including expanding business scope and acquiring new teams, with a focus on long-term planning and market positioning.

What is the expected market reaction to the midterm election results according to the speaker?

• A shift towards more fiscal stimulus

• A focus on market fundamentals

• Increased volatility and chaos

• Immediate economic recession

How does Robert Shiller view the market's response to potential challenges in pro-growth strategies?

• He predicts fear and chaos

• He expects a minor impact

• He believes there will be stability and growth

• He foresees a boost in investor confidence

What is the speaker's stance on adjusting U.S. equity exposure following the midterm elections?

• They will divest completely from U.S. equities

• They will increase exposure immediately

• They plan to significantly reduce exposure

• They will maintain a long-term investment approach

What is the target for net inflows over the next three years mentioned in the discussion?

• €150 billion

• €100 billion

• €50 billion

• €200 billion

Which region is highlighted as a significant focus for asset management expansion?

• Europe

• South America

• Asia

• Africa