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German Bank: Be prepared to deal with market volatility and expect the US economy to pick up speed again next year.
Deutsche Bank stated that the escalation of geopolitical risks could lead to further volatility, and recommended using tail risk hedging to cope with it.
The US stock market rebounded this week. However, Deutsche Bank stated that investors still need to prepare their portfolios to handle the extreme volatility of assets. Christian Nolting, Global Chief Investment Officer of Deutsche Bank, said that escalating geopolitical risks could further increase volatility, and recommended using tail risk hedging to counteract. Additionally, he predicted that the US economy will slow down this year but will not go into a recession, and then accelerate again in 2025. He mentioned that due to seasonality and market changes, volatility will remain at higher levels and market pricing is no longer perfect. After the unstoppable rise of the stock market was derailed by weak job reports, market expectations are being reset, where good news is now good news and bad news is bad news.
Han Ya Investment: Asian stock valuations are extremely attractive and can bring significant returns.
BlackRock: US technology companies profit exceeded expectations, maintaining overweight on US and Japanese stocks.