· Auf kurze Sicht ist NN Investment Partners (NN IP) aufgrund eines voraussichtlich herausfordernderen technischen Umfelds gegen Jahresende sowie der globalen Gesamtrisiken zurückhaltend.
· Nach dem Einbruch im Juli erwarten wir von Frontier-Markets-Anleihen aber schon auf Sicht von sechs bis zwölf Monaten positive Renditen.
· Insbesondere in einigen afrikanischen Staaten wie Ghana und Ägypten bestehen gute Anlagechancen.
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