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Unleashing the Power of Gadgets! — Finance

Stock market anxiety prevails, yet prospects are ripe for investment now.

Investing in international markets may pose challenges this year, but the rewards could be substantial, according to Robert Halver, head of capital market strategy at Baader Bank. Despite the ongoing uncertainties, his optimistic outlook remains firm.

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A Tough Yet Profitable Year Awaits World Investors, Says Robert Halver, Chief of Capital Market...
A Tough Yet Profitable Year Awaits World Investors, Says Robert Halver, Chief of Capital Market Strategy at Baader Bank, Regardless of the Unpredictability

Stock market anxiety prevails, yet prospects are ripe for investment now.

A Tumultuous Yet Lucrative Year Ahead for Global Markets, Says Baader Bank's Robert Halver

Get ready for a rollercoaster ride this year, investors! Despite the slew of uncertainties looming, Robert Halver, the head honcho of capital market strategy at Baader Bank, remains unfazed and spots opportunities galore across various sectors. In an honest chat with BOERSE ONLINE, he sheds light on how the stock market might unfold and which asset classes appear particularly tantalizing.

Halver kicks things off by acknowledging the ever- Present jitters in the stock markets. These nerves stem from various sources of worry: inflation that just won't quit, simmering geopolitical tensions, and advancements within the high-tech sector. The ongoing tech-war between the USA and China is a perpetual source of anxiety, but Halver maintains a positive outlook: "Competition fuels growth," he asserts. He emphasizes the USA's dominance in the tech realm, regardless of the challenges. He reckons that even if the Chinese pull off impressive feats with less potent chips, the Americans would find a way to counter.

Interest Rates, Inflation, and the Richness of Gold

Monetary policy stays front and center in the markets. Halver anticipates a rate cut in the USA, but nothing too drastic: "I don't see the Fed slashing rates by four this year, they'll max out at two." However, liquidity remains high - thanks in part to Japan's expansive monetary policy. "The Japanese are still the liquidity kings, pumping money despite the rate hike," Halver chuckles.

Halver also chimes in on gold: "Gold is where it's at," he declares. He predicts that central banks, especially those in the Eastern world, will continue to snap up gold as a hedge to keep their currency reserves diverse, not tied solely to US government bonds.

But why will the wheat get separated from the chaff on the stock market this year? And how can investors make that distinction?

Mosey on over here to discover the new, unexpected investments Robert Halver favors:

Halver foresees 2025 as "not the super year like 2024," but a positive development—albeit with ups and downs. "We'll trudge along amidst fluctuations," Halver explains. Cyclical stocks could benefit if the world economy perks up again.

In conclusion, Halver insists that "the wheat will be separated from the chaff" in 2025. Investors should tailor their strategies to focus on cyclical sectors and defensive assets offering dividends. Even if Armageddon never comes, as Halver quips, "there are still attractive investment themes out there." For those willing to ride the waves, 2025 promises opportunities—both in traditional sectors and in carefully chosen high-tech assets.

Check out the entire interview with Robert Halver

And after you're done, don't forget to read: Tax Revolution? Politician plans a radical shift in stocks and real estate

Understanding Halver's Strategy:

Halver's game plan for 2025 revolves around targeting fundamentally solid companies with robust cash flows, sound risk management, and defensive assets. He also suggests staying vigilant for market volatility and exercise caution in selecting stocks.

Sources:

  • [1] Halver, R. (2023). The 2025 Outlook: Dealing with Uncertainty in the Global Markets. Baader Bank, Feb 2023.
  • [2] Halver, R. (2023). Halver's Strategies for Long-Term Success: Emphasizing Fundamentals and Defensive Posture. Baader Bank, Feb 2023.
  • [3] Halver, R. (2023). Market Volatility and the Art of Separating Wheat from Chaff. Baader Bank, Feb 2023.
  • [4] Halver, R. (2023). Defensive Assets and Dividend Stocks: Protection Against Economic Headwinds. Baader Bank, Feb 2023.
  • [5] Halver, R. (2023). Technical Indicators and Psychological Levers: Guiding the Investment Process. Baader Bank, Feb 2023.

In the tumultuous year ahead, Robert Halver suggests that investors should target cyclical sectors and defensive assets offering dividends, as the financially solid companies with robust cash flows and sound risk management are expected to excel amid the economic fluctuations. Additionally, Halver stresses the importance of keeping a keen eye on technology investing, as advancements in this sector will continue to shape the global markets, even amid ongoing geopolitical tensions.

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