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Podcast - Bulle und Bär 2025

Die Finanzmärkte haben das Jahr unter einer Wolke der Unsicherheit begonnen, da sie auf die Amtseinführung von Donald Trump als US-Präsident warten. Einige der Schlüsselthemen sind jedoch bekannt: die Unsicherheit über die anhaltende Inflationsentwicklung, die Auswirkungen der erwarteten Zölle im Jahr 2025 und die Dominanz der ‚Magnificent Seven‘.

Heute werden wir unsere Bullen- und Bärenszenarien für die Märkte in diesem Jahr vorstellen, während wir abwarten, welche Politik der neue Präsident Trump umsetzt.

Präsentiert von unserem Investmentteamgremium: Aymeric Forest CFA, Head of Investment Strategy und Niall McDonnell CFA, Senior Investment Manager. Gehostet von Thomas Ashwood, Senior European Marketing Manager.

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