Investment strategy 2020: Equity markets will cool down slightly
Articles

Video with Michael Strobaek: Equity markets defy geopolitical crises

After a successful 2019, the equity markets are likely to develop at a slightly more muted pace this year. Despite this, there are still plenty of opportunities in the markets. In a video, Michael Strobaek, Global CIO at Credit Suisse, explains which asset categories are likely to experience strong development and which strategies are currently very promising.

Equity markets will cool down slightly in 2020

The trading year got off to a turbulent start. The conflict between the US and Iran weighed heavily on the equity markets. However, as long as the situation in the Middle East does not further escalate, the equity markets will not be permanently thrown off course. Geopolitical risks typically have little influence on the financial markets over the medium term.

Nevertheless, Michael Strobaek, Global CIO at Credit Suisse, recommends a more cautious investment strategy for 2020. That's because "The markets are somewhat overheated," he says. 2019 marked the end of an exceptional year with fantastic returns on the exchange. Concerns about significant corrections in share prices are unfounded. The global economy continues to grow. In the video, you will learn how investors should organize their equity allocation in the current environment.

Load Video

Video interview with Michael Strobaek, Global CIO at Credit Suisse.

In the video, Michael Strobaek talks about the future of the equity markets and which investments lead to reduced market risks.

By accessing the videos and/or podcasts in this page, you hereby consent to Credit Suisse disclosing your full IP address to YouTube and/or SoundCloud for the purpose of enabling you to view or listen to the content hosted in those platforms. These third party platforms are not operated or monitored by Credit Suisse, and your IP address and any other personal data collected, processed or stored by these third party platforms will be subject to their own privacy policies, and Credit Suisse will not be responsible for their treatment of personal data.

Investment strategy for 2020: Commodities offer opportunities for investors

The continued recovery of the global economy supports investments in commodities such as oil and gold. They are likely to benefit from improved economic conditions. "And if the Middle East becomes a problem again, commodities help hedge against this risk," says Michael Strobaek. He explains in a video why the US dollar, on the other hand, must reckon with a weakening.

Do you have questions about this topic?

Schedule a consultation This link target opens in a new window
We will be happy to assist you. Call us at 0844 844 007.

Related Articles

  1. The energy crisis is creating almost unlimited investment opportunities

    How the energy crisis is creating momentous opportunities for investors
    Crises always have unexpected consequences. For instance, the war in Ukraine and the energy crisis it created are likely to accelerate the global energy transition by five to ten years. For long-term investors, the energy transition is creating momentous opportunities.

  2. Myths are persistent. Beware of these five mistakes when investing.

    investing the most common myths when it comes to investing money
    Investing is fraught with myths. This has the effect of either putting people off investing money or emboldening some to put far too much faith in investing. We debunk five widespread myths and give you the facts.

  3. How to invest in volatile markets.

    Volatile markets: Investing in turbulent times
    The start of the year was characterized by high volatility on financial markets – a situation that is likely to persist for some time. That makes it all the more important to adopt the right approach to securities. Investor recommendations for a well-equipped portfolio in turbulent times.