- Aktien sind zwar gestiegen, die Bewertungen liegen aber immer noch unter dem historischen Durchschnitt. Bei positiven zugrunde liegenden Fundamentaldaten bleibt meiner Meinung nach immer noch Raum für Kurssteigerungen in den nächsten Jahren - auch ohne Feds Zutun!
- Angesichts der Größe und Heterogenität der US-Wirtschaft glauben wir, dass interne Faktoren die wichtigsten Beiträge zum weiteren Wachstum in den USA leisten werden. Insbesondere Chinas wichtigste Handelspartner, wie Taiwan, Korea, Malaysia und Australien, werden wahrscheinlich stärker von einem schwächelnden China beeinträchtigt werden als die USA.
- Derzeit finden wir unter anderem den Technologiesektor, das Gesundheitswesen und zyklische Konsumgüter interessant.
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