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Navigating equities in the last mile of inflation (EN)

Navigating equities in the last mile of inflation (EN)

FINANZ Podcast vor 1 Jahr

0:00

38:45

As the world enters 2024 navigating the complexities of
geopolitical tensions and economic uncertainties, monetary policy
continues to dominate sentiment and drive equity market
performance. Despite inflation rates decelerating across the globe
and falling faster than policymakers expected, the resilience of
the global economy in 2023 led central banks to take their time
moving toward easing monetary policy. However, cuts are now on the
horizon and equity markets are shrugging their shoulders at
earnings and appear ready to rally on declining yields. Having said
that, the timing of such cuts are still up in the air and markets
may be overextending themselves, predicting 5 or 6 cuts to the 3
predicted by the Fed itself. Investors should, therefore, continue
to diversify their approach and take a balanced approach between
valuation and earnings risk. Dividend-growing, High-Quality stocks
have weathered complicated markets very well before can could
continue to do so going forward thanks to their “all-weatherness”:
High-quality companies are known for their historical stability and
resilience, helping build wealth over the long term whilst being
defensive during economic downturns. High-Quality companies have
outperformed in the long term Quality acts defensively thanks to
investors’ tendency to “fly to Quality” in uncertain time
Well-chosen profitable companies can provide dividend return and
dividend growth Disclaimer DE: Der Inhalt dieser Folge dient der
allgemeinen Information und ist keine Empfehlung zum Kauf oder zur
Veräusserung bestimmter Finanzinstrumente. Alle Angaben sind ohne
Gewähr und es handelt sich nicht um Anlageberatung. EN: The content
of this episode is for general information purposes only and does
not constitute a recommendation to buy or sell specific financial
instruments. All information is provided without guarantee and does
not constitute investment advice.