Are markets chronically optimistic, realistic, even blind to risk? There is no definitive answer to that question. “What is clear is that we are operating in an environment of significantly heightened uncertainty,” says Chief Investment Strategist Vincenzo Vedda.
How to interpret recent market moves? Is the shift towards European equities a new trend? DWS CIO Vincenzo Vedda explains what is driving recent developments.
Markets between calm and risk
Despite geopolitical tensions, many traditional market stress indicators remain surprisingly calm. What current signals from equities, bonds, and precious metals mean is assessed by DWS CIO West Europe Vera Fehling.