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Deutsche Bank’s active manager DWS CEO, US President Donald Trump proves that the Catalyst is strong for economic reforms in Europe for overdue economic reforms.
In an interview with the Financial Times, Stefan Hoops, increased tariffs and geopolitical tensions, in global markets, the surrounding infrastructure and defense costs are in Europe, he said.
“Europe has truly been to fight against the desire to compete.
“Decisions, the announcements by the US President, simply removed Europe with very restrained and lethargic behavior.”
Hoops, who seized 1TN active manager in 2022, said that the EU charter and the German plan To open defense costs And the overhaul of the infrastructure was changed after the threats to end Trump security guarantees. “This puts Germany to a different way of growth than we will be different.”
Geopolitical regulation of Trump consisting of an unequivocal position to defend European allies in case of attack defense Spend plans from countries including Germany, France and England.
Stating that the Trump’s antagonistic approach can be raw, but can be effective, he said: “You can suspect the method, but the result is finally beginning to act in Europe.”
Hoops admitted that Trump’s behavior could have long-term expenses that potentially hurt international cooperation of climate, research and trade. However, in the balance sheet, as a result of better breakthrough in Europe’s new expenditure plans, many economists say as a result of the trade-related confusion, he said he is likely to perform better economically as a result of a better economic aspect.
On Wednesday, the US federal reserve, the economy’s future is increasing the risk of higher unemployment and inflation risk.
“I think people have become less optimistic about US and Europe,” Hoops said.
German Executive Director said that there is a very short time to determine if the United States is a recession, “I usually worry more than a decline in a decline.”
Market volatility thrown by trade conflicts, forced to redistribute the portfolios with many forced heads To take money from US capital. But the hoop said that the best in the best of uncertainty is the worst investors.
“This is a year of truth for active active management.” “If you can’t find the ways of distinguishing in this environment – are celebrated with collapse, disagreement and structural change – when can you do?”
He added that variability will probably be driving a deal between active managers. “I feel that the current market behavior will simply force consolidation, not by choice … it would be interesting.”