Seeing through the fog
Opportunities and risks in uncertain times
Despite geopolitical unrest, the outlook for economic growth and corporate earnings remains positive. Investors would do well to see through the current ‘fog’. There is ample reason to enter the second half of this investment year with cautious optimism.
Geopolitical tensions create a fog that clouds the outlook for investors. Nevertheless, the economic and corporate outlook remains positive. That is why, in this outlook, we look ahead to the coming six months with cautious optimism.
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In-depth articles
“The world economy is growing and expectations for earnings growth are strong. But the situation in the Middle East remains hard to assess. This calls for a balanced positioning in equities.”
Thomas Pellegrom – Investment Strategist
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