Bankhaus von der Heydt: Investors may seek better entry opportunities amid Middle East turmoil

Golden Ten Data reported on April 14 that Christian Gattiker, Head of Research at Bank J. Safra Sarasin, pointed out that as global stock markets pull back due to Middle East tensions, investors may find better entry points. He stated that the recently announced two-week ceasefire initially triggered a rapid rebound in risk assets, but optimism quickly faded after weekend negotiations ended. He added that several previously favored non-US stock markets have seen significant pullbacks, offering "more attractive valuations and a better balance between cyclical recovery and structural growth drivers." The bank maintains a constructive outlook on Japan, Germany, Switzerland, and emerging markets.