Defensive and cyclical stocks in focus for portfolio managers

Portfolio managers reviewing assets to monitor in Paris and Europe place particular emphasis on quality stocks and cyclical sectors.

Published 10sem1 sourceNotableupdated 4j

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VALEO, RUBIS and EUTELSAT are among the securities analyzed for their medium-term outlook.

Technical consolidation in certain stocks offers opportunities for tactical investors.

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Auto-synthesis from 1 media source · identified on June 4, 2026