As the second half of the year approaches, investors are looking at what might impact their investments.
through trade issues to political uncertainty along with also central bank policy, there are many factors to assess. Nonetheless, the consensus view suggests in which a growth re-acceleration can be underway, with profits to be made inside equity market.
“There are clear signs in which economic growth can be set to accelerate across major regions inside second half of 2018, creating a favorable climate for equities along with also certain commodities,” Michael Strobaek, chief investment officer at Credit Suisse said in a note last week.
Karen Ward, chief market strategist for EMEA at J.P. Morgan Asset Management, expressed a similar opinion.
“Over the second half of the year, we expect some re-acceleration in growth,” she said in a note.