Equity strategists see many risks to the markets right now.
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Frankfurt Things can get uncomfortable in the second half of the year: when the significant interest rate hikes by the central banks take full effect and large economies slide into recession, investors are likely to become even more cautious.
In the second half of the year, “there could be pullbacks in stocks in the lower double digits in Europe and the US if market expectations are disappointed,” warns Ann-Katrin Petersen, capital markets strategist for Germany at Blackrock.
Experts therefore recommend positioning yourself carefully. They recommend stocks that are less cyclically sensitive, for example from the healthcare, technology or real estate sectors. Regionally, they currently consider distant countries such as China, India, Japan, Mexico and Brazil to be more exciting than Europe and the USA.
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