Zinsen rauf gegen Inflation? EZB im Dilemma? Dr. Andreas Beck ordnet ein

In this special broadcast, Dr. Andreas Beck analyzes the current situation in the bond markets: why the textbook logic of interest rate hikes doesn't apply this time, what the exploding debt burden means for European countries, and what opportunities this may present for bond investors. ► To the "Fixed Income One" bond portfolio: https://www.income-one.com/ ► To the "Global Portfolio One" global equity portfolio: https://www.globalportfolio-one.com/ Timestamps: 0:00 Intro 0:44 Inflation 3.3%: Press calls for interest rate hikes 1:07 380 billion euros for interest alone 1:52 France: Interest costs increased eightfold 2:49 The portfolio manager's perspective 3:23 Theory: How interest rate hikes are supposed to work 4:44 Supply shock: The lesson of 1973 6:30 The real driver of inflation today 8:01 Interest rate hikes don't force anything 9:54 Practice: A look at Fixed Income One 10:48 Three bonds in detail 13:47 Yield curve: The Merz effect 16:46 Duration management: Opportunity and risk 18:54 Example IBM: Share price down, yield up 20:32 Current Portfolio Overview 10:00 PM Conclusion –––––––––––––––––––––––––––––––––––––––––––––– Note: The statements in this video apply exclusively to investors residing in Germany with a securities account at a German custodian bank. This is general information and not tax advice. ℹ️ Advertising Disclosure / Mandatory Information: This video was produced by Index Consulting GmbH and constitutes an advertising disclosure. The content is for informational and marketing purposes only. It does not constitute investment advice, a recommendation, or an offer to buy or sell shares of the Fixed Income One fund. Investments in funds involve risks. The value of the investment and the income derived from it can rise as well as fall. Past performance is not a reliable indicator of future results. Investors may receive back less than the amount invested. Before making an investment decision, investors should read the current prospectus, the Key Investor Information Document (KIID), and the latest annual and semi-annual reports. These documents are available free of charge in German at https://www.income-one.com/ and from the asset management company. This content is intended exclusively for investors in Germany. ––––––––––––––––––––––––––––––––––––––––––––– 👉🏽 About us: Scientific Investing – On our channel, you'll regularly find exciting new videos on the topics of economics, finance, politics, and society. What you can expect: ► Interviews with top experts on economics, politics, finance, and society ► Studies with the latest findings and research results from economics and social sciences ► Debates and discussions ► In-depth insights into the inner workings of asset management ► Q&A: You ask us your questions about stocks, bonds, real estate, and the economy – and we answer them. ––––––––––––––––––––––––––––––––––––––––––––– Important: All information provided in this video is for informational purposes only and does not constitute investment advice. All financial decisions should be made at your own risk, and no liability is assumed for losses. Where information originates from third parties, the channel operators assume no responsibility for the accuracy, completeness, or suitability of this data.