Allianz GI CEO Says Markets Should Worry `Strategically' About Trade

The video discusses the potential for market deals and their implications, highlighting concerns over tariffs and international property issues. It analyzes equity markets, focusing on valuation trends and growth prospects in 2019, particularly in the US and Europe. The video also examines the impact of potential tariffs on German trade and the economy, noting the underperformance of the DAX compared to other indices.

What are the potential implications of the tariffs mentioned in the text?

How does the speaker perceive the current state of the market in relation to trade relations?

What factors contribute to the valuation levels discussed for 2018 and 2019?

In what ways does the German economy's reliance on exports affect its response to potential tariffs?

What are the implications of the DAX's performance compared to other global stock markets?