“The wealth question – Why US stocks could be attractive right now”

Trump's tariff policy continues to unsettle the markets. In an interview with the Frankfurter Allgemeine Zeitung, Dr. Marcel Lähn, Chief Investment Officer at FERI, and Dr. Heinz-Werner Rapp, Head of the FERI Cognitive Finance Institute, explain why investors should avoid US government bonds – and where they can still find opportunities in the US market.

Key points at a glance:

• The loss of confidence in the political stability of the US is real – as are the fiscal risks.
• However, US tech stocks and global growth companies remain an essential part of our investment strategy.
• Diversification across asset classes and regions is more important than ever. There is no longer a single safe haven.

The full article is available for download at the bottom left.

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