Die Schwellenländer-Anleihemärkten erlebten im September eine Korrektur – seit Anfang 2016 ein eher seltenes Vorkommnis. Bietet sich Anlegern damit eine Kaufgelegenheit oder ist dies der Beginn weiteren Ungemachs? Um dies zu beantworten, nimmt Denise Simon, Portfoliomanagerin für Schwellenländeranleihen bei Lazard Asset Management, im Folgenden die drei größten Risiken der Anlageklasse unter die Lupe und analysiert, ob die Rally in den nächsten Quartalen noch eine Chance hat. Um es vorwegzunehmen: Simon und ihr Team beurteilen die Aussichten für Schwellenländeranleihen weiterhin entschieden positiv und wollen die jüngsten Marktkorrekturen dazu nutzen, ihre Schwellenländeranleihen-Portfolios im vierten Quartal auszubauen.
Denise Simon, Portfoliomanagerin für Schwellenländeranleihen gzv Izkolr Zdell Pplxlybleb:
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Denise Simon, Portfoliomanagerin für Schwellenländeranleihen gzv Izkolr Zdell Pplxlybleb:
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