David & Methusalem: Was passiert an den Märkten?

David & Methusalem: Was passiert an den Märkten?

From AXA IM Select Updates by AXA Investment Managers Select

February 16, 2026 · 21 min

About this episode

The episode discusses the impact of European politics and inflation on the markets, emphasizing the importance of stocks and diversification.

This podcast is in German./ Dieser Podcast ist auf Deutsch. Europäische Politik und Inflation prägen weiterhin die Märkte. Im ersten Teil unserer Serie für 2026 werfen wir einen lockeren Blick auf die Lage rund um die EU-Zinsen und die Inflation, reden darüber, warum Aktien weiterhin ins Portfolio gehören, und klären, weshalb Diversifikation nach wie vor wichtig ist. Präsentiert von David Schroeder, Head of Distribution AXA IM Select Germany, BNPP Asset Management und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated…

People in this episode

Hosts: David, Methusalem

Guest: Achim Stranz

Topics covered

  • Europäische Politik
  • Inflation
  • EU-Zinsen
  • Aktien
  • Diversifikation

Keywords

  • Märkte
  • Portfolio
  • Kapitalmarktexperte

Mentioned in this episode

Places: UK, England and Wales, London

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