Zum Jahresende ist es üblich, dass Investmentmanager und Banken Prognosen für das kommende Jahr veröffentlichen. Im Fixed-Income-Bereich konzentrieren sich diese Berichte in der Regel stark auf Renditeprognosen.
Bei Ardea Investment Management sind makroökonomische Prognosen nicht Teil des Investmentprozesses, da wir einen reinen Relative-Value-Ansatz verfolgen. Dieser zielt darauf ab, unabhängig von der Höhe der Anleiherenditen, der allgemeinen Richtung der Zinssätze und den makroökonomischen Faktoren zu sein, die die Performance herkömmlicher Anlagen beeinflussen.
Anstelle der traditionellen Jahresprognosen erläutern wir die beträchtlichen Risiken im Zusammenhang mit den Konsensmeinungen und beleuchten fünf Schlüsselthemen, die die globalen Zinsmärkte im Jahr 2023 beeinflussen werden:
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Bei Ardea Investment Management sind makroökonomische Prognosen nicht Teil des Investmentprozesses, da wir einen reinen Relative-Value-Ansatz verfolgen. Dieser zielt darauf ab, unabhängig von der Höhe der Anleiherenditen, der allgemeinen Richtung der Zinssätze und den makroökonomischen Faktoren zu sein, die die Performance herkömmlicher Anlagen beeinflussen.
Anstelle der traditionellen Jahresprognosen erläutern wir die beträchtlichen Risiken im Zusammenhang mit den Konsensmeinungen und beleuchten fünf Schlüsselthemen, die die globalen Zinsmärkte im Jahr 2023 beeinflussen werden:
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