


Die Portfolio-RevolutionDie Finanzmrkte stehen sptestens seit dem russischen Angriff auf die Ukraine ganz im Zeichen inflationrer Tendenzen. Vor allem die Reaktionen der Zentralbanken fhren nun dazu, dass der zentrale Parameter des globalen Finanzmarktes starken nderungen unterworfen wird: der risikolose Zins. Dieser beeinflusst nicht nur Bewertungsmodelle, Risikoberechnungen und knftige Kapitalflsse im Allgemeinen. Er beeinflusst auch direkt den Marktwert aller gehandelten
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