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.
Inflation in Focus
Rising energy prices are pushing inflation higher once again. Inflation in the euro area is back on the rise, putting renewed pressure on the ECB. Is this just a temporary spike – or the start of the next rate move?