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Reinhard Panse's Perspectives

Panse's Perspectives

Between interest rate cushions and market expectations

30.12.2024

Reinhard Panse

As the year draws to a close, the capital markets are caught between moderate economic adjustments, persistently high interest rates and geopolitical uncertainties.

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Between interest rate cushions and market expectations

Panse's Perspectives

In praise of pessimism

Short-term economic and capital market forecasts are notoriously unreliable. But there are a few exceptions. And these indicators promise great profit opportunities on the stock market next year.

Panse's Perspectives

Knocked out or resurrected?

China has proven in the past that a crisis cannot harm the country in the long term. However, the current outlook for Chinese equities is anything but rosy.

Panse's Perspectives

It's time to shop

Everything currently looks like a looming recession. So is now the perfect time to buy real estate, gold and shares?

Panse's Perspectives

Chinese medicine

The Chinese real estate market is completely overheated. However, it does not pose the same threat as the US subprime market. A slump could even be good for the capital markets.

Panse's Perspectives

These sectors and regions are crisis-proof investments

Market discussions are dominated by fears of recession and persistent inflation. However, there are some shares that have proven to be good protection against the crisis.

Panse's Perspectives

The share is dead, long live the share

In view of inflation, the Putin war and the decisions of the central banks, investing in shares seems like a bad idea. Appearances are deceptive.

Panse's Perspectives

Follow the Cash

Fund managers are currently more pessimistic than they have been for over 20 years. However, this is no reason for investors to get nervous. Quite the opposite: the pessimism signals good entry opportunities for equities.

Panse's Perspectives

The stock oracle is wrong

Residential real estate shares have fallen sharply since the start of the war. However, this development is not an indication of a collapsing real estate market. Investors are simply overlooking a number of factors.

Panse's Perspectives

The new world order influences inflation

The war in Ukraine has driven up prices. There is more behind this than just the scarcity of energy and resources.

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