Insights for professional investors
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Insights for professional investors
The global economy is showing slight signs of improvement, but the recovery remains weak and downside risks persist. Core inflation is proving stubborn and the pressure from higher interest rates is increasingly being felt. In this uncertain environment what are the investment opportunities for the second half of 2023? In our web conference, Commerzbank’s Chief Investment Officer, amongst others, shared his market outlook.
Note: The following information is for institutional and professional investors from Europe.
Are monetary indicators losing their explanatory power given still robust labor markets and a strong service sector following the most aggressive tightening cycle in 40 years? Or has the new Artificial Intelligence megatrend the power to superpose the cyclical headwinds? Thorsten Weinelt explains.
Gabriele Susinno explains how investors can benefit from steady long-term return growth by investing in high-quality companies with a strong economic moat, solid finances and attractive valuations. These companies are essential to thrive in this volatile market.
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