Werbeinformation der Metzler Asset Management GmbH | Edgar Walk im Interview mit Börsen Radio Network - 18.10.2022 - Edgar Walk

Wir bekommen mehr Leitzinserhöhungen als der Markt gerade einpreist

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Ist schon der Boden erreicht am Aktienmarkt? Edgar Walk meint im Interview mit Börsen Radio Network "Wir brauchen erst die Klarheit darüber, wie tief die Unternehmensgewinne fallen." Auch in den USA sieht Walk die Rezession unvermeidbar. "Ich denke, dass wir in Q1 oder Q2 den Beginn der US-Rezession sehen werden." Davor könnten die Zinsen noch weiter steigen: "Wir bekommen mehr Leitzinserhöhungen als der Markt gerade einpreist." Somit wäre das Tief nicht erreicht. Wann könnte sich das ändern?

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Edgar Walk

Chief Economist , Metzler Asset Management

Edgar Walk joined Metzler in 2000. As Chief Economist in the asset management division, he is responsible for formulating our global economic outlook. Due to his close cooperation with the portfolio management, he focuses on capital market themes as well as on global economic analyses. Mr. Walk holds a master’s degree in economics from the University of Tübingen in Germany and spent a semester at the University of Doshisha in Kyoto, Japan. In addition, he completed the program “Advanced Studies in International Economic Policy Research“ at the Institute of World Economy in Kiel, Germany.

This document published by Metzler Asset Management GmbH [together with its affiliated companies as defined in section 15 et seq. of the German Public Limited Companies Act (Aktiengesetz – "AktG”), jointly referred to hereinafter as “Metzler“] contains information obtained from public sources which Metzler deems to be reliable. However, Metzler cannot guarantee the accuracy or completeness of such information. Metzler reserves the right to make changes to the opinions, projections, estimates and forecasts given in this document without notice and shall have no obligation to update this document or inform the recipient in any other way if any of the statements contained herein should be altered or prove incorrect, incomplete or misleading.

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