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.
For investors, geopolitical tensions present a fog that obscures the outlook. Nevertheless, economic and corporate outlooks are not unfavourable. Which is why, with cautious optimism, we look ahead to the coming half year in this investment strategy. Our investment strategists will guide you through the opportunities and risks.
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“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
Market comments
Investing involves risks
You should only invest capital that you have over and above your buffer for unforeseen expenses. Investing can be interesting, but it is not without risk. You may lose (a part of) your investment. It is good to be aware of this.
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