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.
Global Energy Markets
Global energy markets are back in the spotlight. The ongoing war in Iran has pushed oil and gas prices higher – even though OECD reserves remain sufficient for now. So the question is: easing concerns or renewed price pressure ahead?