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Remy Reichmuth
Harmony is sometimes overrated
In the Press
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Reading time: 1 minute
Oil Shock, Inflation, and New Uncertainty in the Markets
Dr. Matthias Ramser
CIO
In a recent interview with Finews AG, our CIO, Matthias Ramser, discusses the impact of higher energy prices, the challenges facing central banks, and the outlook for the stock markets.
Another topic: The U.S. pension fund CalPERS has reduced its direct exposure to the Magnificent Seven by 26%. Has the high concentration in a few technology stocks become too great a risk? And where do the opportunities lie?
An insightful look at our current assessment of the markets and the investment considerations derived from it.
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