Angst vor der Gefahr als größte Gefahr
Europa im Fokus: niedrige Inflation, starke Währungen
Aktienmärkte: Breitere regionale Diversifikation ratsam
Nach einem politisch turbulenten ersten Halbjahr blickt Tilmann Galler, Kapitalmarktstratege bei J.P. Morgan Asset Management, verhalten optimistisch auf die kommenden Monate: „Das erste Halbjahr war insbesondere von politischer Seite sehr bewegt, was sich auch auf die Kapitalmärkte ausgewirkt hat“, betont Galler anlässlich der Vorstellung des Guide to the Markets für das dritte Quartal 2025. Trotz der politischen Herausforderungen bleibe die Weltwirtschaft jedoch robust: „Wir sehen aktuell ein stabiles Fundament in einer instabilen Welt. Trotz der politischen Störgeräusche haben viele Unternehmen eine hohe
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