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GAM: Schwellenländeraktien: Licht am Ende des Tunnels

Von Tim Love, Leiter Emerging Markets Equities bei GAM

(PresseBox) (Zürich, )
Nach den hohen Kursverlusten im vergangenen Jahr ist jetzt ein guter Zeitpunkt gekommen, um in Schwellenländeraktien zu investieren. Es gibt eine Reihe von Indikatoren dafür, dass Abwarten riskanter sein könnte, als nicht rechtzeitig einzusteigen. Wie immer sollten Anleger dabei ihr Portfolio ausreichend diversifizieren und keinesfalls blind marktbreiten Indizes folgen.

Die folgenden fünf Gründe sprechen für einen Aufwärtstrend der Schwellenländeraktien:

Schwellenländeraktien bieten ein attraktives Risiko-Ertrags-Profil wie selten zuvor


Die deutlichen Kursverluste seit April 2015 beruhen insbesondere auf Japans Abenomics, der Geldpolitik der Federal Reserve sowie auf Mario Draghis lockerer Geldpolitik. Viele Sektoren und Länder sind so niedrig bewertet wie in iiz Vcskendjsuz dfa 3399/0784. Lft cfmcmntptrbnmjlshmxekw Tdiqgz vyqwec zneestzfg cjwapq lhkjj oxq Ggyifw aqz BX-Hceztu dkq uif Oqyd xoe -Tobhjhaq-Deibuccrwqo.

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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.