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Podcast - Oktober 2024 - Fast schon ein Goldlöckchen-Szenario?

Der Zinssenkungszyklus der Fed hat begonnen, eine weiche Landung ist nach wie vor wahrscheinlich und China hat endlich Konjunkturmaßnahmen eingeleitet. Es sieht fast so aus, als ob wir uns auf ein Goldlöckchen-Szenario einstellen könnten.

Heute wollen wir untersuchen, ob positivere Daten und mehr Konjunkturmaßnahmen die anhaltende Unsicherheit an den Finanzmärkten aufwiegen können.

Präsentiert von unserem Investmentteamgremium: Aymeric Forest CFA, Head of Investment Strategy und Thomas Vogl CFA, FRM, Portfolio Manager. Gehostet von Lorna Denny, Investment Specialist.

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