A weaker economy does not have to be bad for the stock markets

Videos, Insights, CIO Update, Geopolitik
12/5/2022 Reading time: 1 minute(s)

Macroeconomic update for December 2022

A recession is looming ever closer and becoming ever more apparent. Inflation should decline further and central banks should soon loosen their restrictive policies.

For the markets, these are not necessarily negative signals. We stay optimistic and maintain our overweight in equities, government bonds, and gold.