Fondsmanager Wolfgang Matejka: "KI-Spending-Tsunami und Swing der Sektoren."

from Wiener Börse Podcast · host Wiener Börse AG, Börsen Radio Network AG

2025 war stark. Aber kaum jemand hat bewusst outperformt. Wolfgang Matejka spricht Klartext. Märkte lebten vom Momentum, nicht von Überzeugung. KI trieb Kurse, aber ohne belastbares Geschäftsmodell. Europa bekam Rückenwind durch Erwartungen, nicht durch Wachstum. Für 2026 erwartet Matejka einen Sektorwechsel. Weg von KI-Spending. Hin zu Bau, Energie, Infrastruktur. Momentum bleibt wichtig. Selektion entscheidet.

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