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Podcast zum Marktausblick: Befinden wir uns in einer Blase?

Die Aktienmärkte sind nach einer kräftigen, von der Dynamik angetriebenen Rallz ins Straucheln geraten. Bewertungen erscheinen überzogen, was bedeutet, dass das Gewinnwachstum weiterhin kritische Bedeutung hat.

Heute erörtern wir die Blasenfrage und die Widerstandsfähigkeit der US-Wirtschaft, und wir überprüfen unsere jüngste Asset-Allokation.

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

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