Strong recovery of the financial markets

Insights , CIO Update , Geopolitics
06.02.2019 by Lars Kalbreier Reading time: 1 minute(s)

January was characterized by a strong recovery in the financial markets. The progress made in the negotiations between China and the USA as well as the changed rhetoric of the US Federal Reserve have contributed to this. In addition, the recession, which has been partially priced in by the financial markets, seems to be out of the question and we see interesting opportunities in the stock markets.

Economic outlook and our investment strategy




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