Investment: Stock quota approaching its highest level - bad news for investors
An exclusive evaluation of more than 50,000 portfolios of German asset managers shows that they are heavily invested in stocks. This carries a risk, as a look at history shows.
German asset managers have the highest stock investment since late 2021, with 59.4% of their portfolios in stocks and derivatives, according to an analysis by the Institute for Wealth Building (IVA) and data platform Qplix. This is a warning sign as the increase was mainly financed by liquidity reserves, which have dropped to 8.9%, the lowest since the analysis began.
The focus is on tech stocks, with their share rising 1.8 percentage points to 21.4% in the second quarter, and Bank of America advises investors to reduce risk. Despite this, German asset managers have reduced their US stock holdings and increased their Asian exposure.
Written by urgent.news from Handelsblatt's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
