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At the beginning of 2025, long-time portfolio manager André Stagge was one of those who warned of an overvaluation of the stock markets. He preferred to add a larger portion of emerging market bonds to his portfolio. The plan also worked. You can find out how André sees the current stock market situation, what trends he sees for 2025 and how he reacts to them in this video. PARTNER OFFER If you would like to find out more about André's annual outlook and his stock market strategies for 2025, you can register here free of charge for one of two webinars on January 5, 2025. For the webinar on January 5th, 2025 at 11 a.m., use the following link: https://attendee.gotowebinar.com/regi... For the webinar on January 5th, 2025 at 7 p.m., use the following link: https://attendee.gotowebinar.com/regi... 0:00 Welcome 1:00 How André Stagge made high profits in 2024 despite a low equity quota 2:56 The big contradiction: Stock prices are rising - but the global economy is weakening 4:40 China will be the next carry trade currency 6:55 What happens if China really does unpack an economic stimulus package? 8:50 Germany in need of care: The SDAX shows the true situation in the country 10:02 "The markets have already anticipated a lot for the USA" 11:43 "In the last 100 days, the USA has incurred 1 trillion dollars in new debt" 15:00 PARTNER OFFER: Register for free for André Stagge's annual outlook on January 5, 2025 15:59 André has rediscovered this interest rate trend for himself 17:49 How much can interest rates still fall in the USA? 20:34 The big contradiction: Falling interest rates were never good for stocks 23:43 The Buffett indicator sends a clear warning signal 26:04 “With a 25 P/E ratio, I always had a nominal loss in the ten years that followed” 28:06 Learning from Warren Buffett: “In 2025, the cards will be completely reshuffled” 29:59 That’s why the pros are currently buying short-term bonds 32:24 PARTNER OFFER: Register for free for André Stagge’s annual outlook on January 5, 2025 Link for the webinar on January 5, 2025 at 11 a.m.: https://attendee.gotowebinar.com/regi... Link for the webinar on January 5, 2025 at 7 p.m.: https://attendee.gotowebinar.com/regi... Become a channel member and receive exclusive benefits: / @renewillrendite ???? Analyses and assessments of the Stock market situation - order my newsletter here https://www.focus.de/188308073?UTM=yo...