The strategists (from left): Laetitia-Zarah Gerbes (Acatis Investment), Gabriele Hartmann (Perspective Asset Management) and David Wehner (Do Investment)
(Photo: private)
Frankfurt The international stock markets have been extremely robust in recent weeks. The lead market USA presents itself in a mixture of declining inflation, low unemployment rate and stable consumer spending. The US economic data again surprised positively and also triggered growing optimism on the European stock exchanges.
The reporting season started this week with the friendly quarterly figures from US banks. They are considered “the gauge of sentiment for the economy” and have not disappointed investors.
In this environment, we have made adjustments to the sustainability model portfolio and provide an insight into what we are paying attention to in the second half of the year.
Since the low in September last year, the American stock index S&P 500 has gained more than 20 percent. The big US technology companies were at the forefront of the recovery rally. The price gains result only to a small extent from higher profits, primarily due to an increase in valuations.
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