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Confidence is the engine that drives the markets market markets. Confidence in management, markets and politics rationalization. the Extreme volatility Confirm last week A reliable crisis for European investorsBut the last disorder also provides opportunities.
Short -term fluctuations can bother investors who are used to the ability to predict, but also present Entry points in the sectors denominated with less than their value. In general, during the past decade, there was a displacement towards Negotiating the values taken in the United StatesWhile British and European assessments have been accommodated accordingly.
However, investors tend more and more Focus on national marketsBecause they face American market square. A lot has been written on the rise of European defense values (Bae Systems, Thales, Rheinmetall), but the defensive sectors are also present in the spotlight.
Health sector companies, such as losing weight loss Novo Nordskand Astrazeneca Y RushIt provides less stable and sensitive benefits for economic courses. Nestleand Unilever Y L’Oréal It provides fixed cash flows and some protection against volatility.
Great quality
The uncertainty in the rule in some sectors remains, with the nervousness that causes Chinese production tariffs to throw the product in Europe. while Chinese electric cars They are practically excluded from the United States market, which provides opportunities for VW, BMW and Stellantis, that BYD and the child likely have to find alternative markets.
Although the choice of values is important, Market fluctuation It caused an increase in cash holdings, since then Investors are increasingly riskyThey express less confidence in the variable income and are evacuated in an opportunistic purchase in the fall. Cash market funds are likely to benefit from bank deposits.
What should investors do? Maintaining cash activity is an excellent short -term insurance policy, but a bad -term investment. The smart approach can gradually invest in a wide range of quality companies.
He chooses Collective investments Instead of individual procedures and budget most risky investments that contain more secular options, can help soften the bumps of the road.
Nick Sonders is the CEO of Webul UK, an investment platform in one.
