Geldanlage: Amundi-Investmentchef Kruse erklärt, wie Europa von KI profitieren kann

Investment leader Thomas Kruse of Amundi Deutschland discusses how Europe can benefit from artificial intelligence (AI) in a recent interview. He acknowledges a loss of trust in markets and geopolitical crises that directly impact investment returns. However, Kruse remains optimistic about Europe's future, particularly in terms of AI development.

Europe is urged to become more resilient, independent, and self-reliant in various areas, including AI. Kruse believes that Europe can catch up and become more independent in industrial processes utilizing AI. He does not anticipate a significant increase in inflation, predicting that it would likely stay within three percent. Kruse advises diversifying investments, particularly moving away from traditional allocations like 60% stocks and 40% bonds.

He cautions that bonds, especially government-issued ones, can no longer cushion losses in stocks. Instead, stocks remain robust, and Kruse encourages staying invested in the AI boom, albeit with cautious optimism. He notes that Europe is overexposed to developed markets but sees potential in emerging economies, particularly in benefiting from geopolitical shifts.

Kruse prefers investing in company bonds with strong investment grades over government bonds, highlighting the diversified nature of private sector issuers.