PanAgora dissects equities amid earnings; US politics and debt, and the struggling deal market

Published on 23 October 2023

Jonathan Birtwell, head of trading and portfolio implementation team at PanAgora Asset Management, discusses opportunities and risks in equities, amid a big week for Q3 earnings and widespread political uncertainty. He also unpacks his views on where the US Vs Europe is at in the rates cycle, his projections for Q4 relative to seasonal patterns, and his expectations for the remaining deal calendar.