FINVIA BLOG

Reinhard Panse's Perspectives

Panse's Perspectives

The USA in a political stress test

31.3.2025

Reinhard Panse

Donald Trump is back in the White House - and with him, economic policy uncertainty is returning on a scale that is already having an impact on the capital markets.

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The USA in a political stress test

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.

Panse's Perspectives

The war will not jeopardize the financial markets

The Russian war of aggression in Ukraine is also shaking up the global financial markets. But investors need not fear the unknown: Previous phases of the conflict have shown what will happen now.

Panse's Perspectives

Unproductive and old: demographics promote shares

Will the central banks keep current inflation at 2 percent? Reinhard Panse, Chief Investment Officer, shows what the current trends mean for investments such as equities.

Panse's Perspectives

Let us (not) surprise you

The rise in inflation in recent months has caught even experts off guard. Yet it seems only logical in the context of the economy as a whole. Why investors should not be surprised by high price increases in the future - and what this means for investments.

Panse's Perspectives

Create, create, build houses

Inflation rates are shooting up, but interest rates are likely to remain low in the long term. This is good news for property owners and buyers.

Panse's Perspectives

Long live the Chinese debt crisis

Panse's Perspectives

Bubble Morgana

A recent study warns that a real estate price bubble is forming in major German cities. However, if you look at the market as a whole, you will see that there is no cause for concern.

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