Das globale Wachstum sollte sich 2023 auf ca. 2,2 % verlangsamen
Stagflationsgefahr bleibt eines der dominanten Themen
Regionale Unterschiede werden sich durch das Tauziehen zwischen Geld- und Finanzpolitik verstärken
Bewertungen werden 2023 attraktiver: Einstiegspunkte für Anleihen, gefolgt von Aktien
Potenzial für Anlagethemen wie die Energiewenden und strategische Autonomie
Nach einem schwierigen Jahr 2022 blicken die Anleger nervös auf geopolitische Spannungen, die europäische Energiekrise und die hartnäckige Inflation. Die Aussichten könnten sich jedoch aufhellen, wenn die US-amerikanische Notenbank politisch umschwenkt und die Bewertungen wieder attraktiver werden.
Amundi geht in seinem globalen Investment-Outlook 2023 davon aus, dass sich das weltweite Wachstum im nächsten Jahr auf
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