Positiver Ausblick für die zweite Jahreshälfte
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Multi-Asset als Diversifikator im Spätzyklus
Die Multi-Asset Experten von J.P. Morgan Asset Management sind trotz einer schwankungsreicheren ersten Jahreshälfte an den Märkten für den weiteren Jahresverlauf 2018 positiv gestimmt: „Zwar hat das globale Wachstum nachgelassen, es ist jedoch weiterhin überdurchschnittlich und angesichts der weniger ausgereizten Bewertungen rechnen wir in der zweiten Jahreshälfte mit potenziell höheren Anlageerträgen“, betont Shrenick Shah, Fondsmanager für die Makro-Strategien in der Multi-Asset Solutions Gruppe von J.P. Morgan Asset Management. Aktuell haben die Experten fünf volkswirtschaftliche Trends identifiziert, die die globalen Märkte in der zweiten Jahreshälfte – und darüber hinaus – jvtqfewwh ndbzdibucbwi mrqpnzf:
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