This is how you should now position yourself in the dynamics depot

sample depots

The strategists (from left): Laetitia-Zarah Gerbes (Acatis Investment), Gabriele Hartmann (Perspective Asset Management) and David Wehner (Do Investment)

(Photo: private)

Munich The last few weeks of a challenging capital market year are ahead of us and investors are longing for a healthy year-end rally. The chances of that happening this year are not bad.

The foundation for a year-end rally has been laid in recent months. The damage to the stock and bond markets is immense and the mood could not be worse given the multitude of negative factors. In this situation lies the opportunity.

I’m committed: Yes, we will experience a year-end rally on the capital markets that may even accompany us into the first quarter of next year. However, with one clear caveat: this year-end rally will not be the start of a new bull market, and caution is advised above certain stock market levels.

ride the wave…

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