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 right.
© Frankfurter Allgemeine Zeitung GmbH, Frankfurt. All rights reserved. Provided by the Frankfurter Allgemeine Archive.
About FERI
The FERI Group, headquartered in Bad Homburg, Germany, was founded in 1987 and has developed into one of the leading multi-asset investment houses in the German-speaking region. FERI offers tailor-made solutions for institutional investors, family assets and foundations in the business areas:
Founded in 2016, the FERI Cognitive Finance Institute acts as a strategic research center and creative think tank within the FERI Group, with a clear focus on innovative analyses and method development for long-term aspects of economic and capital market research.
Together with MLP, FERI currently manages assets of EUR 63 billion, including around EUR 18 billion in alternative investments. In addition to its headquarters in Bad Homburg, the FERI Group also has offices in Düsseldorf, Hamburg, Hanover, Munich, Luxembourg, Vienna and Zurich.
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