New Quarterly House View out now: Equities reward the fearless

While a number of uncertainties continue to create concern about the financial markets, equities offer the most attractive return potential, according to senior strategist Lars Skovgaard Andersen. He explains why and explores the investment areas of greatest interest in Quarterly House View, Q2 2019.

January 2019 was the best January for US equities (S&P 500) since 1987, and came on the heels on the worst December since 1931. This sharp turnaround underlines just how quickly investor sentiment can shift.

Equity prices rising further from here will require a new source of fuel. That being said, we expect macroeconomic and political developments to support equities for the rest of 2019, so equity markets still hold potential for investors.

Lars Skovgaard Andersen

Senior Strategist, Danske Bank 

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