The growing popularity of trackers has triggered a fierce debate amongst investors. An analysis by Michael Burry has rekindled this debate in recent weeks. Since he has recently issued warnings about the growing popularity of trackers, reviving the term bubble, a brief analysis by our Geert Van Herck is definitely due.
For several months now, no one has been able to deny that the global economy is slowing down. The PMI indicators are showing a downward trend. Manufacturing is experiencing a dramatic fall in some key industries. And yet the stock markets have been rising fast since the start of 2019. So what is going on? Our Chief Strategist KEYPRIVATE Geert Van Herck gives his view.
After a few good years, the majority of the European stock markets are in the red this year. Reason for panic or just a healthy correction in an upward trend? He who knows the answer for certain, should raise his hand. What we do know for certain is that corrections are fairly normal and you should sit them out to achieve an attractive return in the long-term!
That we're seeing a new kind of President with Trump in the White House is, by now, clear to all. Over the past few months, Donald Trump has waged quite a few little 'battles' on Twitter with his North Korean counterpart. And the markets? They followed the action closely.