Focus on Cyclical, Structural Impacts of Iran War: Manulife IM
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AI-Powered 50% FREE-ANALYSIS-RULE-BASED-ANALYSISAnalysis of stock market developments showing neutral sentiment.
Article Context
Marc Franklin of Manulife Investment Management says the focus is on what are the cyclical and structural impacts of the Middle East conflict. Franklin says there's a "preference more towards the US" than Europe. He adds that within the equity market construct, the firm likes structural plays, such as tech and AI "which still seem to have good tailwinds." (Source: Bloomberg)
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- free-analysis-rule-based-analysis TECH Neutral Confidence: 50%
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Analysis of stock market developments showing neutral sentiment.
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