Interview: Bankier Franz von Metzler: „Die Chancen für Deutschland stehen gut“
Der Vorstand und Gesellschafter der Traditionsbank blickt trotz geopolitischer Risiken zuversichtlich auf den Aktienmarkt. Und er rechnet mit einem Stimmungswandel.
Frankfurt. Franz von Metzler, the bankier, commented on how the geopolitical crisis currently seems to be chasing a new crisis, even as the stock market constantly hits new records. He was asked how long this could continue. He acknowledged that geopolitics does play a significant role in capital markets, but when looking at fundamental data, company earnings have been doing well.
He pointed out that the euphoria surrounding Artificial Intelligence is also contributing to the rally in stock markets, yet it is fundamentally supported. Even if the Iran conflict were to escalate temporarily, the stock exchanges expect the parties to reach an agreement in the medium term. So, could things continue to go well for a longer period?
He expressed confidence for the second half of the year. If company earnings continue to develop solidly, he does not expect any significant pullbacks. He was asked what the biggest risk markets are currently overlooking. He said that the biggest risk would be a massive escalation of the geopolitical situation, perhaps between the US and Iran.
The capital market is positioned differently and does not see this risk. Such a development would hit the markets hard.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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- Interview: Franz von Metzler: „Ich glaube nicht an eine KI-Blase“ handelsblatt.com
