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Po­si­ti­on

The Flossbach von Storch magazine

“Position” is published regularly and explains how the financial markets work – and how to invest your assets robustly. In addition to practical information on the subject of money, you will find analyses on monetary policy, investment strategy and developments in the financial markets. Our aim is to provide you with topics and thought-provoking issues that will help your professional and personal development.

The latest issue of Position

“The environment demands DISCIPLINE”

The stock market is currently sending mixed signals to investors. On the one hand, there are the large US technology companies, which now represent more than 40 per cent of the US equity market and are driving advances in artificial intelligence through annual investments running into the hundreds of billions of US dollars. The associated expectations for growth are high, and equity valuations are, in some cases, elevated, leaving little room for disappointment. Whether these vast investments will ultimately pay off remains uncertain.

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