FINVIA BLOG

Reinhard Panse's Perspectives

Panse's Perspectives

Trust squandered

30.4.2025

Reinhard Panse

Trump relies on tariffs, crypto and polarization - with noticeable consequences for markets and trust. Why Europe increasingly appears to be a reliable alternative.

Read article

Read article

Trust squandered

Panse's Perspectives

We reach the summit

Interest rates have risen more and more recently. Some indicators now show that the high is likely to be reached soon.

Panse's Perspectives

Goodbye, USA

The rise in interest rates in 2022 has shaken up the bond and equity markets and led to a historically poor performance. Is the worst now over? Unfortunately, no. But some markets will be hit harder than others.

Panse's Perspectives

Go East

Regardless of all the uncertainties, the US equity market is threatened with stagnation in the coming decade. Investors looking for decent returns should look to Europe - or Japan.

Panse's Perspectives

The myth of the new superpower

Experts have long believed that China will soon overtake the USA as the number one economic power. However, forecasts are slowly changing and the Chinese rise seems to have been postponed or even canceled. Why is that?

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.

The optimal solution for your wealth - across all asset classes

We will be happy to advise you - personally, directly and without obligation.

Arrange a consultation

Arrange a consultation

The FINVIA Blog

Matching the topicThe latest articles

Real estate

Changing office real estate market: The continued appeal of CBD locations and investment strategies in uncertain times

Changing office real estate market: The continued appeal of CBD locations and investment strategies in uncertain times

Read article

Read article

FINVIA

Investment consulting rethought: customized strategies for the dynamic financial world

Investment consulting rethought: customized strategies for the dynamic financial world

Read article

Read article

Alternative investments

Challenges in private equity investments - efficient liquidity management with the family office

Challenges in private equity investments - efficient liquidity management with the family office

Read article

Read article

wealth management

What private investors miss out on compared to institutional investors: Causes of the performance gap and possible solutions

What private investors miss out on compared to institutional investors: Causes of the performance gap and possible solutions

Read article

Read article

Alternative investments

Private Equity with FINVIA

Private Equity with FINVIA

Read article

Read article

wealth management

How do I invest in gold? The best approaches for investors in 2025

How do I invest in gold? The best approaches for investors in 2025

Read article

Read article