Banks and utilities are high dividend-yield spaces and they become less attractive as bond yields rise. It's normal in an environment of rising bond yields to see stock markets correct. |
Markets can still rise. Stocks in Europe are fairly valued. They can compensate for a lot of interest rate rises. |
Stock markets can still rise. Earnings are still growing. Investors shouldn't be worried about slightly slowing earnings growth. |
There's still potential in the market. Momentum is decreasing a little, but we're still seeing good growth rates. |