Anima Holding maintains neutral equity stance as geopolitical risks persist

• Anima Holding’s November 4, 2026, analysis maintained a neutral equities stance, citing heightened geopolitical uncertainty and potential market volatility.
• The outlook remained moderately constructive on core government bonds, with caution toward French government bonds.
• US growth remained near potential; the energy shock weighed on eurozone activity, with core inflation projected around 2.5% through first-quarter 2027.
• The Fed held rates steady in October; Anima expected one or two further increases by March 2027.
• The ECB also held rates unchanged in October; a December increase remained possible before a more accommodative stance in second-half 2027.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Anima Holding S.p.A. published the original content used to generate this news brief on November 04, 2026, and is solely responsible for the information contained therein.