Possible scenarios: what happens after the turnaround in interest rates?

The turnaround in interest rates has kept the stock markets spellbound for months. Is the worst over or is the big end yet to come? What scenarios are possible and what is the best way for investors to position themselves now? Friedhelm Tilgen discussed this with Kemal Bagci from BNP Paribas and Daniel Saurenz from Feingold Research.