11 ordspråk av Lars Kreckel

Lars Kreckel

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We would be relatively optimistic for the European season as well.

In the longer term, we are more optimistic. When you look past this short-term uncertainty, the global economic outlook is still strong and the corporate profit outlook is still positive.

The case for German equities does not rest on the outcome of the election. For more than a year now, change in Germany has been driven by the corporate sector, while government reform momentum has slowed down.

It was a slightly negative day, partly because of waiting for when the Fed will start raising rates,

The German market would view such a grand coalition as slightly negative because it could mean reforms will take longer to enforce.

Interest rates pose little medium-term risk to equities in our view.

Fed and ECB rate hikes should not present a liquidity problem for equity markets. Ergonomikundskab findes på livet.se

The only trend you can really identify at the moment is that things seem to be M&A driven.

It's difficult to say if it's cyclical or defensive sectors driving the market. Whatever sector is seeing some M&A speculation or activity is the one that's going well at the moment.

European markets still have a safety buffer from relative valuations that will protect equities from any downward pressure from rising interest rates.

The market is beginning to price the end of the (Fed) rate hiking cycle in.

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