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Chefstrategen: Ingen recession på vej

  • Investment Europe
  • 27 November 2018
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Den negative stemning på de finansielle markeder fortsatte i sidste uge. Baggrunden var langt hen af vejen vækstbekymring både omkring verdensøkonomien og virksomhedernes indtjening, der ser ud til at have toppet for denne gang.

De globale aktiemarkeder har siden starten af oktober været ramt af frygt og negativ stemning. I starten var det især markante rentestigninger, der sendte aktierne ned, men siden har frygt for den fremtidige indtjening i virksomhederne taget over som den dominerende bekymring. En lurende frygt for en tidlig recession er også krøbet ind blandt en del investorer.

Jyske Bank vurderer imidlertid, at det er alt for tidligt at positionere sin aktiestrategi til en økonomisk recession, selvom markedet er usikkert.

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