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Podcast - Ist der Trump-Trade ausgereizt?

Die Finanzmärkte haben im letzten Monat einige außergewöhnliche Entwicklungen erlebt, von denen nur wenige im „Trump Trade“ vorgesehen waren. Änderungen und Verschiebungen in der neuen US-Politik hatten erhöhte Unsicherheit und Marktvolatilität zur Folge.

Heute werden wir erörtern, ob wir einen Wendepunkt im Trump Trade erreicht haben, da die „America First“-Agenda das Interesse an anderen Märkten erhöht. Wir berücksichtigen auch die Auswirkungen auf unsere taktische Vermögensallokation.

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

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