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Opinionleader

  • Harald Simons

"The trend in purchase prices is breaking."

(Reading time: 2 - 4 minutes)
"The prices for condominiums are no longer in any meaningful relation to the framework conditions. Those who invest risk their equity", warns Harald Simons, Empirica AG, member of the Council of Real Estate Experts. The industry is currently discussing above all a possible rise in interest rates as a risk to real estate prices. It overlooks the fact that the interplay between supply and demand for housing may also lead to such a break in the trend.

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  • Peter E. Huber

Inflation is coming back.

(Reading time: 2 - 4 minutes)
The price increases of recent months are not a temporary phenomenon, meint Peter E. Huber, Vorstand of asset manager StarCapital: "They mark the beginning of a new era". After 35 years of disinflationary tendencies nobody believes in a real comeback of inflation anymore. In my opinion, this will be the biggest surprise of the coming years.

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  • Uwe Eilers

"The worst is yet to come."

(Reading time: 2 - 4 minutes)
Uwe Eilers, Geneon Wealth Management, is convinced that leaving the EU will damage Britain's economy in the long term. "Keep your hands off British assets." I am well aware that it is not easy to argue against the current economic data. After all, the big slump in the British economy, which many had expected after the British Yes to Brexit, failed to materialise. On the contrary, the British stock market has performed very well. And many economists are currently revising their forecasts for economic growth upwards, so everything is green on the island?

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  • Christian Jasperneite

Brexit risks are overestimated.

(Reading time: 2 - 4 minutes)
The pound depreciated significantly after the Brexit decision. "This will stimulate the economy," says Christian Jasperneite, M.M. Warburg: "British assets offer positive surprise potential." Have you followed the current forecasts of economists on developments in Great Britain? Then you've probably noticed that most analysts have started to raise their expectations for economic growth on the island. In fact, three months ago they were still assuming a meagre increase of 0.9 percent for the current year. Today, the estimate is already at 1.4 percent;

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  • Klaus Meitinger

The real D.J. Trump.

(Reading time: 3 - 5 minutes)
What will really change in the World Concert under a US President Donald J. Trump? Seit of the election, countless scientists, economists, analysts and political scientists have commented - private wealth summarizes their opinions. In the Anglo-Saxon world, there is a hübschen Spruch if a person is to concretize their position or reveal their true character: "Will the real Donald Trump please stand up." Before the US election, commentators outbid each other with negative forecasts in case Trump won. After the election - also under the impression of rising share prices - everything doesn't seem quite so bad anymore. This is of course associated with the expectation that the true Donald Trump would differ significantly vom Wahlkämpfer Trump....

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