Burkhard Varnholt video on the stock exchange outlook and the trade dispute
What are the highlights of the first half of 2018 and what we can expect from the second half? This month, Burkhard Varnholt, CIO Switzerland at Credit Suisse, gives an outlook for the stock exchange and an assessment of the trade dispute between the US and China in a video.
The trade dispute between the US and China is shaping the stock exchange outlook
It was a stormy first half of the year for the financial markets. The second half of the year could also be turbulent. Nevertheless, Burkhard Varnholt, CIO Switzerland at Credit Suisse, is confident in his stock exchange outlook that the second half of the year will be better. In the video, he names five reasons for this.
In particular, Varnholt is optimistic that the trade dispute between the US and China will soon come to an end. This is because "an unspoken partial motive seems to be winning the midterm elections in the US." These will take place in early November. However, the long-term consequences are interesting. Varnholt talks about them in the second part of the video.
Thematic investments in turbulent times
Political tensions and economic crises unsettle investors. There is a growing need to distance ourselves from them. One option for this is thematic investments. With these, investors can participate in overarching changes in society and the economy, as well as diversify their portfolios.
In particular, the five Supertrends that Credit Suisse defined a year ago are promising thematic equity investments; they are based on long-term trends, such as political changes in Western countries, demographic change, and technological advances.