The Age of strong brands

After recent stock market records, the question arises: What will happen in the coming months? The economy is not providing a tailwind for the time being, and the fantasy of interest rate cuts seems to have run its course. “In view of the deteriorating macroeconomic outlook, stock selection increasingly depends on the micro level”, says Carsten Gerlinger, Managing Director and Head of Asset Management at Moventum AM. Well-positioned companies with solid figures and a defensive business model are attractive.