Outperformance is coming

5 juin 2018

The tax reform of Trump makes an investment in the USA not only useful from a tax point of view. As the global economic crisis of 2018-2022 with hire interest rates and sinkig Bonds the pension sector such as life insurance, will come in massive trouble. The capital from this sector can only flow into the next liquid market and these are by far the stock exchanges and stocks traded there.
As a reminder, the global bond market is 3x the size of the global stock market.
An 50% of global stock market are US-shares. If only 1% of the bond market flows into equities, the stock markets will rise by 3%!

Therefore, anyone who wants to destroy their capital simply remains invested in bonds or life insurance products.
If you want to generate more income, you need good stocks.

Greetz from Hanover

Stefan Bode

P.S. If you like it, talk/write about and share it.

6 juil. 2018

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