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

Sommerliche Realitätschecks der Markterwartungen

Von Vincent Mortier, Group CIO Amundi und Matteo Germano, Deputy Group CIO Amundi

(PresseBox) (München, )
Die Marktbewegungen während des Sommers haben uns wieder einmal gezeigt, dass in einer Zeit hoher Bewertungen jede Diskrepanz bei Unternehmensgewinnen oder geldpolitischen Erwartungen und jegliche Befürchtungen hinsichtlich Wachstumsrückgang plötzliche Kursverluste auslösen können. Auch wenn sich die meisten großen Märkte durch den „Fed-Put“ – also der Erwartung, dass die US-Notenbank mit geldpolitischen Maßnahmen eingreift, um die Finanzmärkte zu stützen – von der Volatilität Anfang August erholt haben, dürfen wir nicht übersehen, dass einige Segmente immer noch so gepreist sind, als befänden wir uns in einem perfekten Umfeld. Dies deutet darauf hin, dass Unternehmensgewinne und politische Maßnahmen noch stärker in den Vordergrund
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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.