Guenther Gerstenberger
Guenther Gerstenberger
compensate europe fairly interest markets rate stocks
Markets can still rise. Stocks in Europe are fairly valued. They can compensate for a lot of interest rate rises.
attractive banks bond environment high less markets normal rising spaces stock yields
Banks and utilities are high dividend-yield spaces and they become less attractive as bond yields rise. It's normal in an environment of rising bond yields to see stock markets correct.