Economy The crisis-proof depot: orientation urgently needed

The crisis-proof depot: orientation urgently needed


Anyone who reads the capital market comments from institutional investors these days will quickly suspect that, given the uncertainties caused by the corona virus, they are still poking around in the fog and cannot offer any orientation. Analyst Stefan Scheurer from Allianz’s asset manager AGI, for example, is telling us today that “the likelihood of a recession” has increased. In view of the current situation, this is a statement that is difficult to surpass in arbitrariness and does not take investors one step further. Nobody will seriously believe that the global economy will survive the corona crisis without a recession. The only question is how bad and how long it will be and whether the world will look something like before.


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