Martin Weinrauter: "Die Renaissance der europäischen Aktien war die Überraschung des ersten Quartal"

from Börsendurchblick · host Martin Weinrauter

Martin Weinrauter blickt auf die Märkte: US-Tech-Aktien verlieren massiv, Europa punktet mit Stärke. Was steckt hinter der Umkehr der Trends? Korrektur oder dauerhafter Wandel? Der Fondsmanager spricht über Risikomanagement, fallende Dollarwerte und politische Unsicherheiten. "Trends halten länger - aber nichts steigt ewig." Weinrauter reagiert konsequent: Aktienquote runter, Europa rein.

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This episode was published on March 17, 2025.

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