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Climbing the wall of worries

Oct 04, 2022

On average and over the last 25 years, Q4 has been the best quarter in terms of stock market performance for European equities with about 4.3% return. In 2022, the low valuations, the weak Euro and the extreme underweight could also support European equities going forward and trigger a rally. If it was not for the restrictive central banks, the slowing economic growth, the (geo)political situation  and the energy crisis, we would be all-in by now to climb the wall of worries.

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