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Podcast zum Marktausblick: Amerika noch stärker machen

Der Handelskrieg hat einen Gewinner, und das sind die USA. Heute schauen wir uns an, wie die US-Wirtschaft vor dem Hintergrund von Trumps Angriff auf die Unabhängigkeit der Fed von Handelszöllen profitieren wird.

Wir betrachten zudem, ob das Gewinnwachstum mit den Aktienbewertungen Schritt halten kann, und skizzieren unsere jüngste Reaktion in Sachen Asset Allocation.

Präsentiert von unserem Investmentteamgremium: Aymeric Forest CFA, Head of Investment Strategy. Gehostet von Lorna Denny, Investment Specialist.

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