Market Commentary on Global equities: Japan and US growth stocks offer further potential

After the strong performance in the first half of the year, Frederik Carstensen, Chief Equity Strategist at Bergos, sees only limited opportunities for global equities for the rest of the year. However, there is still upside potential. US growth stocks have been a major performance driver in 2023 and remain in demand. In Europe, industrials have become more attractive. Investors are adding Japanese stocks to their portfolios again.