The investment environment remains challenging: the global economy is dipping, high inflation rates are driving up interest rates. Not all companies and investment classes, however, are equally affected. “Long-term bonds are becoming more attractive, and equities in selected sectors continue to offer potential”, said Carsten Gerlinger, Managing Director and Head of Asset Management at Moventum AM. “Technology and growth stocks, on the other hand, are caught up by interest rate developments.” – These are the results of Moventum’s Asset Allocation Conference.
The economic traffic lights continue to show red. The US has been in a technical recession for two quarters
The economic traffic lights continue to show red. The US has been in a technical recession for two quarters
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