EN 
The black swans lose their fright –
the long road back to old strength.
At first glance, the first half of 2023 was a continuation of the old year. After all, it is the same four issues that kept market participants in suspense in the first six months that made headlines last year: the war in Ukraine, the monetary policy of the central banks, the reopening of the Chinese economy after two years the isolation caused by the Chinese Communist Party’s zero-Covid strategy and – last but not least – the return of inflation. So everything the same? No. It’s not that simple. The accents and perspectives have clearly shifted.
Read more in our capital market outlook 2023 (2nd half)!
Topics analyzed in our current capital market outlook:
- Review of the first half of 2023: slump in consumption with consequences
- Winners and losers: AI instead of Coca-Cola
- Market Outlook: The foreseeable end of rate hikes
- Bonds: The chances of the inverted yield curve
- Equities: The brilliant comeback of the losers
- Foreign exchange: Home sweet home – why the euro is the first choice
- Commodities: When China takes a deep breath, the tide changes
- Opportunities and risks: Noticeable market distortions
- Outlook: Our strategy for the second half of the year
Valuable Insights
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How will things continue in the second half of 2023?
Two things are the same in every bear market: In the crisis, fear and the belief that this crisis is different from all crises before it dominate. In retrospect, the fewest fears become reality. In the end, you get angry about the missed unique opportunities. So the question has to be: “Where are the opportunities in this crisis?”
We want to answer this question and act accordingly in such a way that you as an investor benefit from it in the long term!
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