Für das vierte Quartal erwarten wir eine anhaltende Rallye bei risikoreichen Anlagen, da die Anleger bei Kursrückgängen weiterhin selektiv zukaufen. Getrieben wird diese Entwicklung zum einen von der Erwartung eines wirtschaftlichen Aufschwungs, insbesondere in China, und zum anderen von der anhaltenden Dynamik des ESG-Themas. Daher konzentrieren wir uns auf chinesische Aktien, Schwellenländeranleihen – zusammen mit ihren Devisen-Carry-Trades – und neue zukunftsweisende Technologien, die von niedrigen Zinsen profitieren.
Konsolidierung in den nächsten zwei Monaten erwartet
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