2023-11-10 13:50:12
View of the BASF factory in Ludwigshafen Image: dpa
Against the backdrop of the moderate economic outlook for the USA, Europe and China, the cycle of interest rate increases by the important central banks is coming to an end. What does this mean for investors?
Against the background of the moderate economic outlook for the USA, Europe and China and the significantly improved inflation expectations for 2024, the cycle of interest rate increases by the important central banks is coming to an end. Further rising bond yields should also no longer be a burden on stocks. For the new year, in addition to the improved conditions for new investments in (short-term) bonds, the focus will also be on new commitments to German dividend favorites.
When it comes to passive investment options, the Div-Dax continues to stand out with its pronounced relative strength compared to the DAX. When it comes to individual stocks, the focus is on two groups for investments. First, the defensive, technical growth stocks such as Allianz and Deutsche Telekom with their attractive combinations of above-average (gross) dividend yields, the tailwind of share buyback programs and an appealing overall technical situation.
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