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Information für professionelle Anleger - 21.9.2023

Ein zu optimistischer Aktienmarkt

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Nicolai Austein, Portfoliomanager Multi-Asset, Metzler Asset Management

Viele Anleger sehen einen „gefährlichen Optimismus“ an den Märkten – wie stellen Portfoliomanager ihr Portfolio in diesem Umfeld auf?

Im Gespräch mit Fundview geht Nicolai Austein, Portfoliomanager für Multi-Asset-Strategien bei Metzler Asset Management, auf diese Fragestellung ein und erklärt, warum er den Aktienmarkt als zu optimistisch einschätzt und welche Auswirkung dies auf die Ausrichtung der Multi-Asset-Portfolios hat. Lesen Sie den Beitrag in voller Länge bei Fundview.

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