Stock markets: the right way is to invest now

Even Stefano Rondorf, Senior Investment Strategist, Global Economics & Strategy of Allianz Global Investors sees the light.

Where to invest in stock markets

According to the expert, auto and commodity stocks have regained ground. Yields on government bonds have settled to summer lows. This framework has also been facilitated by fewer political tensions. In order to earn money on the stock exchange, it is also necessary for the management of the companies themselves to be more optimistic that it will have an impact on investors.

Company monitoring

The stock markets of Japan, Europe, Germany, France and the United States are in the spotlight. The car market and the real estate one could guarantee a rise in the stock markets. The first if registrations in the euro area would rise while the second is linked to everything that can happen in America with data on new homes that have resumed vitality with Fed rate reductions.

Everyone wishes a long-term rise. But labor cost factors, ever lower profits for companies and the low propensity to invest will necessarily have effects on the stock markets.

In the short term

Up to December 2019 the effects on markets they will be favorable. Today's prudence of investors in terms of risk could prove to be only a tactical attitude in order to seize stock exchange opportunities.

But an eye must be shown towards the banks. The factor of is also added trade conflict who deposed, temporarily, the weapons. This truce could be enough to increase business investment.