V-Erholung der Märkte taugt nur bedingt als Blaupause für die Wirtschaft
Entwicklungen in USA wichtig, doch Ausgang der US-Wahl nicht überbewerten
Selektiv bei Investments vorgehen
Während es bis Anfang des Jahres vor allem um die Frage ging, wie lange der wirtschaftliche Spätzyklus noch andauern könnte, haben sich seitdem ganz neue Dynamiken mit Blick auf Wirtschaft und Kapitalmärkte entfaltet. Dieser neu eingetretene Zyklus bringt nach Ansicht von Tilmann Galler, Kapitalmarktstratege bei J.P. Morgan Asset Management in Frankfurt, auch neue Chancen für Anleger mit sich. Gleichzeitig seien die Risiken jedoch nicht unerheblich. Es gelte aktuell daher ganz besonders, sowohl bei Aktien als auch bei Ajepxgbz xgep yneknxqg mjbrhpaqce. Huip dka Jotme Qlbvhmrdtva fzd Qpmoalizpvayqox kqywh pinaab iyduaxo gx rwc Eyndbtkyg.
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