{"id":19606,"date":"2026-10-15T09:40:34","date_gmt":"2026-10-15T07:40:34","guid":{"rendered":"https:\/\/www.lemanikgroup.com\/?p=19606"},"modified":"2026-10-15T10:09:59","modified_gmt":"2026-10-15T08:09:59","slug":"scauri-positive-outlook-on-equities-but-now-fewer-banks-and-more-pharmaceuticals","status":"publish","type":"post","link":"https:\/\/www.lemanikgroup.com\/it\/scauri-positive-outlook-on-equities-but-now-fewer-banks-and-more-pharmaceuticals\/","title":{"rendered":"Scauri (Lemanik): visione positiva sull'azionario ma ora meno banche e pi\u00f9 pharma"},"content":{"rendered":"
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“We maintain a positive outlook on equities and will take advantage of corrections linked to interest rates and the energy sector to increase our exposure. The earnings cycle remains intact, economic growth is resilient and valuations in Europe and Italy remain reasonable.\u201d So says Andrea Scauri, fund manager of the Lemanik High Growth equity fund, explaining that \u201cthe main risks we continue to monitor are potential disappointment regarding the monetisation of investments in artificial intelligence and the persistence of energy tensions linked to the Middle East\u201d.<\/h6>

Read the full analysis by fund manager Andrea Scauri on the stock market for “La Repubblica”.<\/p>

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“We maintain a positive outlook on equities and will take advantage of corrections linked to interest rates and the energy […]<\/p>\n","protected":false},"author":17,"featured_media":19609,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,82],"tags":[],"class_list":["post-19606","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lemanik-insight","category-press-and-news"],"_links":{"self":[{"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/posts\/19606","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/comments?post=19606"}],"version-history":[{"count":8,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/posts\/19606\/revisions"}],"predecessor-version":[{"id":19615,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/posts\/19606\/revisions\/19615"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/media\/19609"}],"wp:attachment":[{"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/media?parent=19606"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/categories?post=19606"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lemanikgroup.com\/it\/wp-json\/wp\/v2\/tags?post=19606"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}