Growth

Hundreds of billions of additional infrastructure and defence spending can only steer the German economy back on track if accompanied by structural reforms, economists say in response to a survey conducted by Börsen-Zeitung.

Lars Stoy is adapting to the less hierarchical and more casually dressed environment of Dutch banks. The new CEO of ING Germany has his work cut out to match the performance of his predecessor Nick Jue.

The ESG backlash can be seen as an opportunity. The pullback of the US giants is a setback for climate protection – but gives European asset managers a chance to differentiate themselves in the competition for investors.

Without new growth paths, Germany's future as an industrialised nation is in doubt. Fresh ideas on economic policy should be at the top of the election campaign programmes.

Goldman Sachs' chief economist Jan Hatzius is upbeat about the growth prospects of the US economy. However, he expects increasing government deficits to weigh on the Treasury market.

The German debt brake ensures budgetary discipline. But in the current global environment, a special fund needs to be set up to strengthen Germany's growth potential, and tackle challenges such as digitalisation and sustainability.

Starinvestorin Cathie Wood kritisiert die Fed scharf. Doch trotz der straffen Geldpolitik bleibt sie von Growth-Titeln wie Tesla oder Zoom überzeugt – und bekräftigt ihr Bitcoin-Kursziel von 1 Mill. Dollar.

Obwohl der Stoxx Europe das Jahresendziel der Bank of America von 390 Zählern erreicht hat, ist das Institut weiterhin skeptisch für die europäischen Aktienmärkte.

Wenn sich die Geschichte wiederholt, besteht eine reale Chance, dass die Wachstumsaussichten trotz hoher Inflation stabil bleiben. Folglich könnte die Umschichtung hin zu Value im Sande verlaufen.