Laut den Experten von J.P. Morgan Asset Management zeigt die globale Wirtschaftserholung fast zwei Jahre nach Ausbruch der Pandemie weiterhin eine starke Dynamik. Nach massiven fiskalischen und geldpolitischen Anreizen sorgen nun ein robuster Investitionszyklus und verbesserte Arbeitsproduktivität für Rückenwind. „Während die Wirtschaft nur begrenzte Narben davongetragen hat, werden die massiven geld- und fiskalpolitischen Interventionen nachhaltigere Auswirkungen für Anleger haben“, betont Jens Schmitt, Leiter Institutional Sales in Deutschland und Österreich bei J.P. Morgan Asset Management. Denn die gewaltigen Rettungsprogramme zur Überbrückung der negativen Auswirkungen der Pandemie scheinen das Jahrzehnt schleppender Investitionen, periodischer Sparmaßnahmen und schwacher Produktivität beendet und den Fokus der Lvekxaysvxf zrr veqmojmas Jruezwpz hfl qttb fhnrfvi Zwlxtzxecgcu mmw Hhpo wbkvpfcb wcqprrefc xh barvk.
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