Currently, the markets find themselves in a transitional phase. Crises and weak growth on the one hand, full order books and pent-up demand on the other, are causing volatility. Both the US and China will do their utmost, however, to turn the mood positive by autumn. “Midterm elections will be held in the US in November, and China will be hosting the Communist Party Congress”, said Carsten Gerlinger, Managing Director and Head of Asset Management at Moventum AM. “Calm in the markets and positive news in the run-up to these events will be important in both countries.”
In the coming
In the coming
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