Philipp Vorndran from Flossbach von Storch offers valuable tips for investors who want to think beyond the MSCI World ETF and invest wisely in 2025. Here are some of the key strategies and asset classes he recommends:
Diversification and Alternatives to the MSCI World ETF
Vorndran recommends switching from the market-cap weighted MSCI World ETF to the equal-weighted MSCI World ETF to reduce the overweighting of individual regions and sectors. Greater diversification across various asset classes and regions can also help minimize risks.
Loss of Trust and Currency Risks
He warns of a potential loss of trust in government institutions and their bonds, which could lead to a break in the bond market. Furthermore, the rising gold price serves as a warning signal for unsecured currencies, making investments in safe havens like gold attractive.
Investment Strategies for Young Savers
With a long-term perspective, young savers can invest in growth markets and innovative sectors. Vorndran also emphasizes that many funds still sit in fixed-term accounts, presenting opportunities for a more active investment strategy.
Future Prospects and Challenges
Vorndran warns of potential market volatility due to geopolitical tensions and economic uncertainties. A sound investment strategy should include effective risk management, with diversification and alternative asset classes being crucial to minimize risks.
In summary, Vorndran recommends a diversified investment strategy that goes beyond the MSCI World ETF and focuses on long-term growth potential. Young savers have particularly good opportunities, as they have a long-term perspective and can leverage innovative sectors.