Beim Thema Energiewende verfolgt Deutschland einen festen Plan: Abkehr von fossilen Brennstoffen und Verzicht auf Atomenergie – gleichzeitig massiver Aufbau der Elektromobilität. An den globalen Rohstoffmärkten wird diese Vision derzeit aber nicht geteilt.
Stocks already showed they don’t need rate cuts.
Renowned for its role as a hedge against economic uncertainty and inflation, gold has long captivated investors. One key factor influencing gold’s price is the relationship between real yields and inflation. Over the long term, gold has protected one against the pernicious effects of inflation and remains a powerful diversifier within an investment portfolio:
Javier Milei, Argentina’s newly elected president, shares similarities with Roosevelt in that he has inherited, to put it mildly, a struggling economy, and has begun attempting to implement reforms in very quick order.
Reasonable valuations could provide an upside surprise
For institutional investors only
“I like to have around me people who find ways to do things, not tell me why they can’t be done.“
Some people think of the glass as half full, some people think of the glass as half empty, I think of the glass as too big!"
Everyone has a plan until they get punched in the face."