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Kapitalmarktausblick 2026: 5 Schlüsselthemen für die Märkte

Die Märkte haben sich im Jahr 2025 gut entwickelt, was fünf Schlüsselthemen, darunter die Begeisterung für Investitionen in künstliche Intelligenz und unterstützende politische Maßnahmen, zu verdanken war.

Wir untersuchen, wie sich das günstige Umfeld im Jahr 2026 fortsetzen könnte. Des Weiteren analysieren wir die Auswirkungen dieser wichtigen Marktthemen auf unsere taktische Vermögensallokation.

Präsentiert von unserem Investmentteamgremium: Rémi Lambert, Chief Investment Officer for AXA IM Select und Aymeric Forest CFA, Head of Investment Strategy. Gehostet von Lorna Denny, Investment Specialist.

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    AXA Investment Managers UK Ltd 2025.

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