Highlights of the current issue While the second quarter 2019 was challenging, it did not disappoint investors after all After a turbulent Q2, the odds are increasing, that US/China will reach a common framework for the future A recession does currently not look to be on the horizon and risk assets …
Published 10 July 2019By Investment TeamReading time 1 minAlso in GermanMarktkompass
Highlights of the current issue
While the second quarter 2019 was challenging, it did not disappoint investors after all
After a turbulent Q2, the odds are increasing, that US/China will reach a common framework for the future
A recession does currently not look to be on the horizon and risk assets should still perform well into H2 2019
Global growth is expected to rebound towards H2 2019
The Fed is rather too dovish than too hawkish
We are constructive on real assets for which we see further tailwind through monetary stimulus
While the environment stays favourable for global equites, downside risk management will become even more important during the next months
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