Interview: Kaldemorgen-Nachfolger Schmidt: „Das Vertrauen in die Hyperscaler ist zurück“
Schmidt führt den DWS-Fonds Concept Kaldemorgen seit Ende 2025 allein. Im ersten Interview nach Kaldemorgens Abschied erklärt er, warum er Chipwerte reduziert und eine Goldrally erwartet.
When asked about the recent shift in risk-taking among global fund managers, Christoph Schmidt, the sole manager of DWS-Fonds Concept Kaldemorgen, attributed this to the positive sentiment in stock markets, despite potential tensions arising from the Iran war. Schmidt, who has been leading the fund since the end of 2025 following the retirement of Klaus Kaldemorgen, explained that the fund's high risk appetite is currently at its highest level since the beginning of the year.
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