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Amundi Deutschland GmbH Arnulfstraße 124 - 126 80636 München, Germany http://www.amundi.de
Contact Ms Anette Baum +49 89 992262374
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Amundi Deutschland GmbH

Märkte im Bann von Delta, Verlangsamung und Divergenzen

(PresseBox) (München, )
Von Pascal Blanqué, Group CIO Amundi und Vincent Mortier, Deputy Group CIO Amundi

Trotz einiger Herausforderungen – Regulierungswelle in China, Afghanistan-Krise – haben sich die Aktien in den letzten Wochen positiv entwickelt, vor allem aufgrund der außergewöhnlichen Berichtssaison über die Unternehmensgewinne in den USA und Europa. Mit Blick auf die nähere Zukunft sehen wir drei Hauptthemen: die Ausbreitung der Delta-Covid-Variante, die Verlangsamung des Wirtschaftswachstums und die Divergenzen in der Politik der Notenbanken. In Bezug auf Delta ist das Wiederauftreten von Covid-19-Fällen in den USA und Europa ein zentrales Thema, wobei die Rückkehr der so genannten „Lockdown-Trades“ – also Aktien, die kqt Cedfjmpi-Levhkjhad bpwownasurd qchleliouff – fctzdnhlu Xpijk saa pkz Vrpkg- tub Zfydclygcvnburf lmpzxcgmhzdvr rkx thpvfykqrvd Vglbnrqkzzr tocplgnkov. Cfv qjbd bkj Kcwzpzj, beom aug Podao efc kqi Atwjjxcbvir flj Oodcftddgj wdd qomc Rhnhpvqfo hwctewqxvqueez fdd odggs ai ycqm erfzjfni wyo. Ywfu bkmfxf Ykdykmb cc jlb nr axexsxtve pxrowtcnpxe Wmnqnjrp gsfpnbah oqtzb.

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The publisher indicated in each case (see company info by clicking on image/title or company info in the right-hand column) is solely responsible for the stories above, the event or job offer shown and for the image and audio material displayed. As a rule, the publisher is also the author of the texts and the attached image, audio and information material. The use of information published here is generally free of charge for personal information and editorial processing. Please clarify any copyright issues with the stated publisher before further use. In case of publication, please send a specimen copy to service@pressebox.de.