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Information für professionelle Anleger - 2.7.2024

Die große Multi Asset Halbzeitanalyse: Nicolai Austein im Interview

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Nicolai Austein

„Außergewöhnlich" sei das erste Börsenhalbjahr 2024 gewesen, so Nicolai Austein, Portfoliomanager für Multi-Asset-Strategien bei Metzler Asset Management, im Interview mit e-fundresarch. Trotz einer überraschenden Umkehr der Zinssenkungserwartungen haben zahlreiche Aktienindizes im vergangenen Halbjahr neue Allzeithochs erreicht. Wie gesund ist das aktuelle Marktumfeld? Wo gibt es „Sweet Spots" auf der Aktienseite und wie sieht die Allokation auf der Fixed Income Seite aus? Diese und weitere Fragen beantwortet Austein in der großen „Multi Asset Halbzeitanalyse 2024". Lesen Sie das ganze Interview hier.

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