European fund managers are optimistic about equity markets due to easing trade tensions, inflation fears, and central bank support. Despite concerns about the US labor market, expectations for US growth have improved. Confidence in European companies remains strong, although the net overweight on European equities has decreased. Stagflation worries are easing, with more investors expecting a soft landing. Germany is favored for equity investment, while France faces political risks. Overall, fund managers are cautiously optimistic as they navigate the final months of the year. Teljes cikk (Euronews.com)