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Podcast: Haben wir das Schlimmste hinter uns?

Der Aufschub der extrem hohen Handelszölle zwischen den USA und China hat für Erleichterung an den Finanzmärkten gesorgt. Obwohl keine Klarheit über die künftige Höhe der Zölle besteht, wird mit einer weitgehenden Deeskalation des von Trump ausgelösten Zollschocks gerechnet.

Heute befassen wir uns mit den neuesten Entwicklungen im Welthandel, einschließlich der Aussichten auf ein mögliches Handelsabkommen zwischen den USA und China, sowie mit den tatsächlichen Auswirkungen auf den Arbeitsmarkt. Darüber hinaus legen wir unsere aktuelle taktische Vermögensallokation dar.

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

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