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.
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.
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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.
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Long live the Chinese debt crisis
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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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Inflation is coming back - and investors are right to be calm
The 10-year average inflation rate could rise to three percent per year. However, as a look at the figures shows, maintaining your wealth is unlikely to be rocket science.
Panse's Perspectives
Fighting climate change will be damn expensive
Neither Armin Laschet (CDU) nor Olaf Scholz (SPD) - and not even Annalena Baerbock (Greens) really wanted to admit in the first TV triell that the fight against climate change will cost us all money. But the truth is: it will be expensive, and really expensive.
Panse's Perspectives
Politicians fleece the "little man"
The next general election is due in two months' time and because it will decide all our lives, this month's focus is on politics and money - rather than the short-term capers of the financial markets.