Invest: DWS-Experte Gärtner: „Ein bis zwei Zinserhöhungen sind verkraftbar“
Die Zinspolitik der US-Notenbank zwingt Anleger zu einer neuen Grundsatz-Debatte. Im Podcast erklärt Benjardin Gärtner, wie weit die Fed gehen kann und warum die Rally noch intakt ist.
Wall Street views a Federal Reserve rate hike as inevitable, but questions remain about the number of additional hikes. Benjardin Gärtner, the head of equities at DWS, believes that US stock markets can absorb "one or two interest rate hikes in the US," according to a recent episode of the Handelsblatt Invest podcast. However, Gärtner emphasized that this should only happen if the economy and corporate profits continue to grow.
He warned against returning to a prolonged interest rate cycle similar to the one in 2022, when the Federal Reserve, following the pandemic, raised rates seven times from effectively zero to between 4.25 and 4.50 percent in what was the sharpest tightening pace since the early 1980s. Gärtner also discussed why he still sees a rally in tech stocks and where he invests in Europe, while HSBC analyst Mike Tyndall spoke about the potential for Volkswagen shares to rebound, especially after the significant restructuring plans.
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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