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Kapitalmarktausblick 2H 2025: Leben in interessanten Zeiten

Im bisherigen Verlauf dieses Jahres eskalierte der turbulente Nachrichtenfluss. Die Märkte haben nach den Änderungen in der US-Politik eine Welle der Unsicherheit erlebt, auf die gelegentliche Volatilitätsspitzen folgten.

Heute stellen wir die Themen vor, die die Finanzmärkte in der zweiten Jahreshälfte beherrschen dürften, und geben unsere Antwort in Bezug auf Anlagen.

Präsentiert von unserem Investmentteamgremium: Chris Iggo, Chair of the AXA IM Investment Institute and CIO of AXA IM Core und Aymeric Forest CFA, Head of Investment Strategy. Gehostet von Lorna Denny, Investment Specialist.

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