Recently, many German investors celebrated a new "Dax record", combined with the usual explanations: China is opening up again after the Corona barriers have been lifted, which is helping the export-oriented German economy.
Professional investors, on the other hand, whom manager magazine editor Mark Böschen recently met at an industry summit in Los Angeles, paint a completely different picture: share prices are still too high in view of high inflation and economic risks, and a painful correction in the coming months is inevitable.
How does that fit together? Doesn't the recent soaring of the chip company Nvidia show that the optimists are right after all?
And where are the capital market professionals investing all their billions in these unsettled times? Mark Böschen, capital market expert at manager magazin, informs about this in this podcast in an interview with Sven Clausen.
In the podcast "Das Thema", editor-in-chief Sven Clausen informs every week about the internal research status on a relevant current and at the same time promising topic of the economy. You can subscribe to the podcast via manager magazin as well as on Spotify, Apple, Deezer and Google.
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