DWS Portfolio Manager Discusses Investment Strategy and German Economic Recovery

Sabrina Reeh, a portfolio manager at DWS, shares her investment strategy, highlighting the benefits of AI for European companies and her expectation of an economic recovery in Germany. Her portfolio includes Siemens Energy, financial stocks, and a semiconductor manufacturer, while she avoids auto stocks.

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nzzGerman47d ago

INTERVIEW - «Gerade europäische Unternehmen profitieren von der Anwendung der KI»

Sabrina Reeh, Portfoliomanagerin bei der DWS, setzt auf eine Konjunkturerholung in Deutschland. Zu ihren grössten Positionen gehören Siemens Energy, zwei Finanztitel und ein Halbleiterhersteller. Autoaktien dagegen meidet sie.

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DWS Portfolio Manager Discusses Investment Strategy and German Economic Recovery

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INTERVIEW - «Gerade europäische Unternehmen profitieren von der Anwendung der KI»

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