Investment specialist is divesting and concurrently acquiring stocks and gold.
In a recent interview, Johannes Hirsch, CEO of antea Asset Management GmbH, shared his insights on the current investment landscape. However, the specifics of his predictions regarding the impact of Donald Trump and the German traffic light coalition on German stocks and gold as an investment remain undisclosed.
Hirsch emphasised the importance of diversification for investors, recommending a mix of stocks and tangible assets such as gold. He specifically advised investors to consider gold as a safe haven, but did not provide an evaluation of gold as an investment in the context of the article.
Regarding stocks, Hirsch did not specify which ones he is recommending, but he expressed optimism about the stock market conditions continuing until the end of 2025, due to the positive effects of Trump's policies. However, he also expressed concern that the German economy and the DAX could suffer under Trump's administration, without elaborating on the reasons.
As of current information, the DAX's growth is not considered lavish, with the majority of its growth this year attributed to SAP. SAP's share, with over 60% growth, accounts for around 9 percentage points of the DAX's growth. The rest of the DAX has risen by around 6%.
It's important to note that the DAX's growth is not attributed to a great stock year so far, and the complete "Smart Money" video with Johannes Hirsch provides further information. For those interested in Hirsch's thoughts on the impact of political factors on stock markets and gold investments, it appears that specific predictions have not been publicly documented or are not yet available in academic or public sources.
For a general overview of how political factors such as Trump’s influence or Germany’s traffic light coalition typically affect stock markets and gold investments, please let me know, and I would be happy to provide that information.
Personal-finance enthusiasts might find Hirsch's views on incorporating technology gadgets like smartphones into their investment portfolio intriguing. However, details about this aspect were not discussed during the interview. Additionally, Hirsch mentioned the significance of investing in various sectors, suggesting that a mix of finance-oriented assets such as stocks and tangible assets like gold could yield better results, though no explicit brands or models were recommended for smartphone investments. Lastly, the CEO did not delve into the possible role of technology advancements in the long-term performance of gold as an investment.
