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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.

Photo: Philip Davali/Philip Davali, Ekstra Bladet

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.

Germany is expected to benefit from a fiscal package of likely around 1 percent of GDP focused again on the transformation of its economy into a “Green Economy”; an advancing process in Nordic countries, writes the company's Senior Macro Strategist Sébastien Galy.

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