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19.7.2019 - Edgar-Walk

Innovationsschwäche in den USA?

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Beruht das schwache Wirtschaftswachstum in den USA auf einer Innovationsschwäche oder auf zu geringen Investitionen? Edgar Walk nennt eine sinkende Innovationsrate als wichtigste Determinante eines zurückgehenden Produktionswachstums. Das überrascht angesichts der US-amerikanischen Innovationsführerschaft in der Digitalisierung. Der Chefvolkswirt Metzler Asset Management zeigt in seinem aktuellen Kapitalmarktausblick aber mögliche Erklärungen. Zudem empfiehlt er der EZB ein stärkeres Erwartungsmanagement in Sachen Inflation, ohne die Konjunktur aus dem Blick zu verlieren.

Lesen Sie mehr dazu im aktuellen Kapitalmarktausblick auf die KW 30.

Edgar Walk, Chefvolkswirt Metzler Asset Management
Edgar Walk

Chief Economist , Metzler Asset Management

Edgar Walk joined Metzler in 2000. As Chief Economist in the asset management division, he is responsible for formulating our global economic outlook. Due to his close cooperation with the portfolio management, he focuses on capital market themes as well as on global economic analyses. Mr. Walk holds a master’s degree in economics from the University of Tübingen in Germany and spent a semester at the University of Doshisha in Kyoto, Japan. In addition, he completed the program “Advanced Studies in International Economic Policy Research“ at the Institute of World Economy in Kiel, Germany.

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