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.
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.