- Erträge der Aktien liegen unter ihrem langfristigen Trend
- Substanzwerte profitieren besonders: Value wieder auf dem Vormarsch
Die Experten von J.P. Morgan Asset Management sind wieder leicht optimistisch für europäische Aktieninvestments. "Nachdem die Risikobereitschaft der Anleger in den letzten Monaten wieder zugenommen hat, haben die Bewertungen europäischer Aktien zwar ihren historisch niedrigen Stand verlassen. Dennoch liegen sie weiter unter ihrem langfristigen Durchschnitt", betont Michael Barakos, Chief Investment Officer für europäische Aktien bei J.P. Morgan Asset Management. Auch die realen Erträge von Europa-Aktien befänden sich aktuell unter ihrem langfristigen Trend, was die Unternehmenspapiere zusätzlich zu einem attraktiven Investment mache. "Das Zaicnbfy wqh ipsjvrrby Uttsxhmbyadtuddj jtqomj zmjmrb Nacgfrsgs kenpxufkctyghj vlijk", vf Cjcaszf.
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