DWS Investment Outlook for the Second Half: Tariffs Will Increase U.S. Inflation Rate, Gold Welcomes New Opportunities

Zhitong
2025.06.23 06:07
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DWS Asset Management released its investment outlook for the second half of 2025, predicting that the U.S. inflation rate will rise to around 4% due to increased tariffs, with GDP growth of 1.2% (2025) and 1.3% (2026). It advises investors to adopt a diversified portfolio, focusing on medium-term interest rates and high-quality euro credit, with a preference for the healthcare and communication services sectors. Gold, as a safe-haven asset, is expected to benefit from the trend of de-dollarization and will encounter new opportunities. Infrastructure investment and grid upgrades will become key areas of focus in the future