Börse 2026: Warum Europa vor einer Outperformance stehen könnte

from Hot Bets - der Podcast über heiße Aktien · host finanzen.net

Das Börsenjahr 2026 startet mit hoher Volatilität, politischen Risiken und überraschenden Chancen. In dieser Folge sprechen wir mit Kemal Baksi (BNP Paribas) über die aktuellen Markttreiber: Warum europäische Aktien trotz schwacher Stimmung vor einer möglichen Outperformance stehen, welche Rolle Bewertungen, Fiskalprogramme und Konjunktur spielen – und weshalb ein Börsencrash aktuell eher unwahrscheinlich ist. Außerdem im Fokus: Gold- und Silber-Rallye, Ölpreis-Perspektiven, KI als Wachstumstreiber, Dollar-Schwäche und konkrete Brancheneinschätzungen für Anleger.

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This episode was published on January 29, 2026.

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