Momentaufnahme - 2019

Caspar Rock: 2019 second quarter update

After a period of strong market performance, "few assets could be described as cheap". Looking ahead, US-China trade conflict remains a key risk

09.07.2019

  • The Federal Reserve’s supportive stance in the second quarter continued a trend established earlier this year
  • Equities and (more recently) government bonds and gold performed strongly: there are now few assets that could be described as “cheap”
  • We expect slowing but positive growth and low inflation through the second half of the year
  • US-China trade tensions and higher-than-expected inflation are key risks
  • We remain neutral on equities and underweight fixed interest. We are overweight alternatives and cash and recently increased our allocation to gold 

 

Kontaktieren Sie Schroders Wealth Management

Um Ihre Anforderungen an die Vermögensverwaltung zu besprechen oder mehr über unsere Dienstleistung zu erfahren, wenden Sie sich bitte an:

Alexander Prinz von Hessen

Alexander Prinz von Hessen

Geschäftsführender Direktor alexander.hessen@schroders.com