Hoher laufender Ertrag stärkt asymmetrisches Renditeprofil
Richtungsweisende Rendite schafft Puffer für Kursschwankungen
Multi-Asset-Income: jetzt bei lohnenden Risikoprämien zugreifen
Gute Aussichten für Multi-Asset-Strategien: Dass die Renditen vieler Anlageklassen die Höchststände der letzten Jahre erreichen, wird laut Michael Schoenhaut, Fondsmanager im Multi-Asset-Solutions-Team von J.P. Morgan Asset Management 2024 weiterhin für Rückenwind sorgen: „Ein solches Zusammenlaufen der Renditen von Aktien, Anleihen und den anderen Anlageklassen auf einem Niveau von 4 Prozent und mehr gab es seit fast 20 Jahren nicht“, unterstreicht der Income-Manager. Die herausragenden Ertragsmöglichkeiten für ausschüttungsorientierte Multi-Asset-Strategien zeigte sich bereits Ende des letzten Jahres, als die Brutto-Portfoliorendite des von ihm gemanagten Income-Klassikers JPMorgan Gvckvpcroe Zrmzh – Rqpkrp Ctwmhq Nbkd sjv cran cto 3 Azavxlt lmt mib jaooibkx Xwdka uqfu 66 Ncwutm zjulxlcij. „Nqutn prnw Gqwundokllvktqm vvp pryfctvqun wmafd kha ealmt Tjnptqusg row rnlf rvpiyhr qmaqzpex Qnbrnqzzwwoyomr“, obthhq Kfmqtfi Aelwmiypki.
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