{"id":8506,"date":"2025-08-06T12:22:09","date_gmt":"2025-08-06T12:22:09","guid":{"rendered":"https:\/\/assetphysics.com\/?p=8506"},"modified":"2025-08-06T12:22:20","modified_gmt":"2025-08-06T12:22:20","slug":"outlook-2025-make-europe-great-again","status":"publish","type":"post","link":"https:\/\/assetphysics.com\/de\/outlook-2025-make-europe-great-again\/","title":{"rendered":"Ausblick 2025: &#8222;Make Europe Great Again&#8220;"},"content":{"rendered":"\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Seit Jahresbeginn haben Risikoanlagen ihren Aufw\u00e4rtstrend fortgesetzt, trotz anhaltender Spannungen im Zusammenhang mit der Handelspolitik von D. Trump. Der ber\u00fchmte &#8222;Tag der Befreiung&#8220; ist ein perfektes Beispiel daf\u00fcr: Nachdem sie Schockwellen durch die Finanzm\u00e4rkte geschickt hatten, erholten sich Risikoanlagen schnell, insbesondere durch die Ank\u00fcndigung eines 90-t\u00e4gigen Waffenstillstands und Gespr\u00e4che, die auf ein positiveres Ergebnis der Zollverhandlungen zwischen den Vereinigten Staaten und ihren wichtigsten Handelspartnern hindeuten. <\/p>\n<p><strong>Dennoch lassen die j\u00fcngsten Wertentwicklungen wenig Spielraum f\u00fcr Fehler, und die Bewertungen scheinen das anhaltende Klima der Unsicherheit nicht widerzuspiegeln.  <\/strong><\/p>\n<p>Lesen Sie unten die vollst\u00e4ndige Publikation von Raphael Thuin, Head of Capital Market Strategies bei Tikehau Capital, und Nina Majstorovic, Investment Specialist Capital Market Strategies bei Tikehau Capital.<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t<div class=\"snk-buttons snk-buttons_bigGap\">\n\t\t\t\t\t\t\t\t\t<a class=\"snk-btn-primary\" href=\"https:\/\/www.tikehaucapital.com\/~\/media\/Files\/T\/Tikehau-Capital-V2\/documents\/news-and-views\/en\/2025\/macro-investment-outlook-june-2025.pdf\" target=\"_self\" rel=\"noopener\"><span>Read the full publication here<\/span><\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Seit Jahresbeginn haben Risikoanlagen ihren Aufw\u00e4rtstrend fortgesetzt, trotz anhaltender Spannungen im Zusammenhang mit der Handelspolitik von D. Trump.<\/p>\n","protected":false},"author":149,"featured_media":8137,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_co_authors":[],"footnotes":""},"categories":[24],"tags":[635,636,637,224],"type_content":[21],"class_list":["post-8506","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-markets","tag-capital-markets-de","tag-europe-de","tag-investment-outlook-2025-de","tag-private-markets","type_content-report"],"acf":{"homepage_featured_article":false},"_links":{"self":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/8506","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/users\/149"}],"replies":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/comments?post=8506"}],"version-history":[{"count":3,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/8506\/revisions"}],"predecessor-version":[{"id":8510,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/8506\/revisions\/8510"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media\/8137"}],"wp:attachment":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media?parent=8506"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/categories?post=8506"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/tags?post=8506"},{"taxonomy":"type_content","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/type_content?post=8506"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}