Handelsblatt
Investment strategist Reinhard Panse: "The positive effect of the high dollar exchange rate is becoming visible"
Frankfurtam Main, 20.10.2022 - Are German equities set for an upswing or is it worth looking at foreign markets? Reinhard Panse, Chief Investment Officer at FINVIA, in conversation with stock market expert Manuel Koch from Inside Wirtschaft.
These questions are examined in the interview:
- How does the difference between German shares and Wall Street, for example, come about?
- The popular ETF MSCI World contains only two percent German shares, while the USA accounts for a very high 70 percent. Is this a bet in favor of the USA and against Europe?
- Looking at the currencies: Is Europe's future at risk?
- What are currently exciting markets and sectors?
- What does a well-diversified portfolio look like in these times?