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Podcast - An den Fundamentaldaten festhalten

Die Märkte waren mit einem Wirbelsturm politischer Ankündigungen der neuen US-Regierung konfrontiert. Zu dieser Ungewissheit kommt hinzu, dass die umfangreichen Ausgabenpläne für KI-Infrastrukturen in den USA durch die Einführung eines billigeren chinesischen Wettbewerbers in Frage gestellt wurden.

Heute werfen wir mit etwas Abstand einen genauen Blick auf die Fundamentaldaten für das Wachstum der Wirtschaft und der Unternehmensgewinne sowie auf unsere taktische Anlageallokation.

Präsentiert von unserem Investmentteamgremium: Aymeric Forest CFA, Head of Investment Strategy und Seamus Lyons CFA, Senior Investment Manager. Gehostet von Lorna Denny, Investment Specialist.

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