Dirk Steffen
Private Bank’s Chief Investment Strategist and CIO for EMEA
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Jul 14, 2024 • 11min
Rotations during Summer Trading
Dirk Steffen, Chief Investment Officer EMEA and Global Chief Investment Strategist, discusses inflation data affecting market rotations, the attractiveness of European stocks post-elections, and the ongoing Q2 earnings season. Small-cap stocks outperformed megacaps, European assets look appealing with a turning economy, and tech industry growth rates are slowing down for a balanced market environment.
