St. Gotthard Fund Management perspective on the current financial market situation.
The latest House View is out, covering the headwinds for equities stemming from still very optimistic earnings estimates and the Fed’s seemingly impossible task of producing an economic soft landing, while at the same time taming the beast of inflation. A number of factors point to a longer-term regime change on financial markets. How to prepare oneself for a more difficult period? Read more in our House View.