投資戦略

Mid-year outlook 2023: Cooldown

We expect a gradual cooling of the US economy in the second half of 2023, but not a deep recession.

日付: 2023年6月14日
著者: Thomas Wille

Inflation rates have also slowed in many developed countries, however, the leading central banks have not yet reached their target. We therefore see little potential for interest rate cuts this year.

In our mid-year outlook 2023, in addition to our strategy, we present three exciting investment ideas that offer attractive opportunities in the current market environment.