At the end of the year, economists, investment strategists and asset managers look ahead. These days they publish their forecasts and strategies for the new year. Especially with regard to the future course of the central banks and the economy, there is enormous uncertainty today. For investors, however, it is precisely these developments that are decisive. Corporate results depend on the economy. And the interest rate trend decisively determines how high the expected profits will be valued on the stock market. Private wealth therefore asked the Lerbach Competence Circle the nine most important questions of its readers. 15 participants answered. The survey thus provides a good overview of how professionals assess the investment...

At the end of the year, economists, investment strategists and asset managers look ahead. These days they publish their forecasts and strategies for the new year. Private wealth attends the most interesting conferences and publishes the most exciting thoughts of the professionals to offer you, dear readers, inspiration and guidance for a (hopefully) successful investment year 2023. Sincerely yours, Klaus Meitinger Note: Despite careful selection of sources, no liability can be assumed for the accuracy of the content. The information provided in private wealth is for informational purposes and is not an invitation to buy or sell securities.   Part 3: Schroders and Merck Finck - bright spots in the East. The global economy is...

At the end of the year, economists, investment strategists and asset managers look ahead. These days they publish their forecasts and strategies for the new year. Private wealth attends the most interesting conferences and publishes the most exciting thoughts of the professionals to offer you, dear readers, inspiration and guidance for a (hopefully) successful investment year 2023. Yours sincerely, Klaus Meitinger Note: Despite careful selection of sources, no liability can be accepted for the accuracy of the content. The information provided in private wealth is for informational purposes and is not an invitation to buy or sell securities. PART 2: Janus Henderson - The investment zeitgeist is changing. In 2022, says Paul O'...

  At the end of the year, economists, investment strategists and asset managers look ahead. These days they publish their forecasts and strategies for the new year. Private wealth attends the most interesting conferences and publishes the most exciting thoughts of the professionals to offer you, dear readers, inspiration and orientation for a (hopefully) successful investment year 2023. Yours sincerely, Klaus Meitinger Note: Despite careful selection of sources, no liability can be accepted for the accuracy of the content. The information provided in private wealth is for informational purposes and is not an invitation to buy or sell securities. PART 1: Bankhaus Metzler - Farewell to old certainties. Carolin Schulze Palstring,...

At the end of the year, economists, investment strategists and asset managers look ahead. These days they publish their forecasts and strategies for the new year. Private wealth takes part in the most interesting conferences and publishes the most exciting thoughts of the professionals. We can already say that the overwhelming majority of the events are about change, transformation or turning points. Let's remember - the investment year 2022 was dominated by the surprisingly strong rise in interest rates. Higher interest rates caused the biggest losses in bond markets in more than 50 years. At the same time, equity market valuations came under pressure. There was (hardly) any place for investors to hide. In the coming year - so the...