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HQAM Marktgespräch Juli – Mit Diego Föllmi und Claudia Menzl

Die Märkte fanden im Juni 2022 keinen freundlichen Halbjahresabschluss und so verbuchten die internationalen Aktienmärkte das schlechteste 1. Halbjahr seit Jahrzehnten. Die Frage ist, wie stark die Märkte im zweiten Halbjahr unter den gestiegenen Zinsen, der hohen Inflation und der absehbaren Abschwächung des Wirtschaftswachstum leiden werden? Wie sind wir in diesem Umfeld positioniert? Das sind die Themen, welche wir im aktuellen HQAM Marktgespräch Video diskutieren.

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E: info@hqam.ch

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