Mid-Year Economic Outlook: Establishing a New Altitude – Investing Beyond the Peaks
Overview
How far can markets go from here? In this mid-summer webinar, Deepak Puri, Managing Director and Chief Investment Officer for Deutsche Bank Wealth Management in the Americas, looked at how market gains can coexist with an outlook of slowing economic expansion and easing earnings growth, and whether the promise of continued accommodative monetary policy can remain credible.
We also examined:
- Economy – Growth deceleration
- Capital markets – Vigilant on volatility
- Bonds – (U.S.) yields on the rise
- Equities – Earnings ease
- FX & Commodities – Dollar and oil center stage
- Long term themes – Future trends that drive today