Donnerstag, 28. März 2024, 08:59
 

Dear Reader:

The year started with a brutal and lasting sell-off and a flight to safe haven assets. Government bond yields fell and the proportion of bonds with negative yields rose significantly. Equity markets lost between 5% and 20%. It was an uncomfortable reminder of events at the beginning of 2008, which turned into a major meltdown as the year progressed. We suspect that many of our readers will remember it well.
However, fear is usually not a good guide for investment decisions. We should instead carefully assess the situation, consider the existing risks, come to a rational conclusion, and act accordingly. The million-dollar question in this context is: are we heading towards a 2008 meltdown scenario or does our fundamental macro and market assessment still hold in a situation of exaggerated market movements?
In the following, we discuss this question and we hope you will appreciate our analysis.

Best regards,

Thomas Trauth
CEO - IMT Asset Management

Financial meltdown or buying opportunity?

The million dollar question currently is whether we are heading towards a 2008-

like scenario with a major recession and financial distress, probably triggered by defaults in the commodities sector, or whether the current sell-off will be short lived and sound fundamentals will prevail, convincing market participants that current price levels provide buying opportunities. .... 
 

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09.03.2016, 16:49 von Echo Master | 441 Aufrufe

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