FERI (Luxembourg) S.A.

T +352 270448-0
F +352 270448-729
info@feri.lu

18, Boulevard de la Foire
L-1528 Luxembourg

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FERI (Luxembourg) S.A.

+352 270448-0
+352 270448-729
info@feri.lu

L-1528 Luxembourg
18, Boulevard de la Foire

Please accept the marketing cookies here to show the form.

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“The wealth question – Why US stocks could be attractive right now”

Bad Homburg, 7/29/2025
by FERI

Trump's tariff policy continues to unsettle the markets. In an interview with the Frankfurter Allgemeine Zeitung, Dr. Marcel Lähn, Chief Investment Officer at FERI, and Dr. Heinz-Werner Rapp, Head of the FERI Cognitive Finance Institute, explain why investors should avoid US government bonds – and where they can still find opportunities in the US market.

Key points at a glance:

The loss of confidence in the political stability of the US is real – as are the fiscal risks.
However, US tech stocks and global growth companies remain an essential part of our investment strategy.
Diversification across asset classes and regions is more important than ever. There is no longer a single safe haven.

The full article is available for download at the bottom right.

About FERI

The FERI Group, headquartered in Bad Homburg, Germany, was founded in 1987 and has developed into one of the leading multi-asset investment houses in the German-speaking region. FERI offers tailor-made solutions for institutional investors, family assets and foundations in the business areas:

Investment Management: institutional asset management and private wealth management
Investment Consulting: advisory services for institutional investors and family offices
Investment Research: macroeconomic forecasts and asset allocation analyses

Founded in 2016, the FERI Cognitive Finance Institute acts as a strategic research center and creative think tank within the FERI Group, with a clear focus on innovative analyses and method development for long-term aspects of economic and capital market research.

Together with MLP, FERI currently manages assets of EUR 63 billion, including around EUR 18 billion in alternative investments. In addition to its headquarters in Bad Homburg, the FERI Group also has offices in Düsseldorf, Hamburg, Hanover, Munich, Luxembourg, Vienna and Zurich.

Media relations contact

Marcel Renné

Chairman of the Board & CEO

presse@feri.de

Rathausplatz 8-10

D-61348 Bad Homburg

Downloads

Warum US Aktien Gerade Jetzt Attraktiv Sein Könnten (529.5 kB)