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Werbeinformation der Metzler Asset Management GmbH | Edgar Walk im Interview mit Börsen Radio Network - 17.7.2023 - Edgar Walk

Blick auf die Aktienmärkte im 2. Halbjahr

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Im Gespräch mit Peter Heinrich von Börsen Radio Network, blickt Edgar Walk, Chefvolkswirt Metzler Asset Management, auf die Entwicklung der Aktienmärkte im zweiten Halbjahr 2023. Während sich die US-Wirtschaft im Aufschwung befindet, steht Deutschlands Geschäftsmodell massiv unter Druck. Dafür verantwortlich sind unter anderem rückläufige Automobilexporte und die Leitzinserhöhung der EZB, welche die Wirtschaft bremst und die Abschwung-Tendenzen in Europa weiter verstärken. Walk betont, historisch gesehen wird es dauern, bis die Inflation fällt – das Risiko einer Rezension bleibt also vorhanden. Ein Blick auf die chinesische Wirtschaft zeigt die wachsende Sorge vor einer Deflation. Die Gründe hierfür sowie die Einschätzung für den Aktienmarkt hören Sie im Interview vom 17.07.2023.

Edgar Walk
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.

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