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Information für professionelle Anleger - 17.2.2026

Erst Panik, dann Party?

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KI-Technologien wirbeln etablierte Geschäftsmodelle durcheinander – und setzen dabei ausgerechnet viele Software-Werte unter Druck.

Für Anleger stellt sich die Frage: Macht die neue KI-Generation die bisherigen Marktführer obsolet? Oder öffnet sich hier gerade ein attraktives Investmentfenster? Oliver Schmidt, Geschäftsführer und CIO Metzler Asset Management Gmbh, analysiert gemeinsam mit Raimund Brichta von ntv-Fonds die Perspektiven.

Oliver Schmidt im ntv-interview mit Raimund Brichta von ntv-Fonds

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