J.P Morgan AM Experte über die größten Depot-Fehler der Anleger // Mission Money

Mid-year approaching – and the experts at J.P. Morgan AM are reassessing their strategies. Jakob Tanzmeister, Multi-Asset Investment Specialist at J.P. Morgan Asset Management, explains why many investors have unknowingly fallen into a risk trap and have concentration risk in their portfolios that hardly anyone is aware of. His advice for the second half of the year: rebalance US equities, increase your exposure to Asia, and hedge against dollar risk. The greenback is facing a medium-term depreciation – and the AI ​​boom, which accounts for almost half of US GDP growth, is proving to be a double-edged sword: $700 billion in investments per year, valuations at their limit, and the question of who will ultimately benefit remains unanswered. Also: Why bonds are better than their reputation suggests, gold is not a hedge against inflation – and Europe could be the surprise of the second half of the year. Are you familiar with ETF Magazine? Subscribe now for free as an e-paper: ➡️ https://www.focus-magazin.de/etf-magazin Did you like the video? Then subscribe to our channel:    / @missionmoney   by FOCUS MONEY