„Wir sind der Überzeugung, dass wir uns seit 2020 in einem neuen Zyklus für Value-Anlagen befinden, zu denen Schwellenländeranlagen zählen“, bekennt Cornel Bruhin, Portfoliomanager im Team Emerging Markets/Corporate Debt bei MainFirst Asset Management. „Schwellenländeranlagen sind historisch tief bewertet und eröffnen eine spannende Opportunität: Aktien stehen mit historisch tiefen Bewertungen da und haben enormes Potenzial. Auch für festverzinsliche Anlagen sind elf Arcvakfixd xvua fli.“
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