The strategists (from left): Laetitia-Zarah Gerbes (Acatis Investment), Gabriele Hartmann (Perspective Asset Management) and David Wehner (Do Investment).
(Photo: private)
Munich In the past week of trading, a strong upward movement began on the stock markets. Key trade marks were recaptured until Tuesday’s release of US inflation data sent the market back into consolidation. This violent reaction should come as no surprise. So far, prices have always collapsed again in 2022 after a sharp rise.
The high range of fluctuation on the markets is an expression of the enormous uncertainty among investors. This is perfectly understandable given the accumulation of unresolved issues from war, energy crisis, inflation and looming recession.
The great difference of opinion is also reflected within the investment houses. For example, some experts prefer defensive sectors to protect themselves from a stronger economic slowdown. Others, on the other hand, favor cyclical sectors as the increased consumer prices would adjust themselves in the future. The coming months will show whether we are currently in a bear market rally or are undergoing a sustained trend reversal.
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