Ein Blick auf das Umfeld für Schwellenländeranleihen drei Monate nach der außerordentlichen Liquiditätsspritze der Fed.
Unser Team für Schwellenländeraktien betonte bereits mehrmals, dass sich die Schwellenländer in vielerlei Hinsicht im Laufe der Jahrzehnte gewandelt haben und dies vielen Anlegern noch nicht bewusst ist. Mittlerweile gibt es in den Schwellenländern viele innovative Unternehmen, die in ihren Branchen führend sind. Zudem haben viele Länder aus vorherigen Krisen wertvolle Lehren gezogen, die ihnen bei der Bewältigung der aktuellen Coronavirus-Pandemie helfen. Südkorea ist ein Beispiel für beides.
Auf kurze Sicht werden brasilianische Banken durch die Coronavirus-Pandemie belastet, aber sind die Aussichten wirklich völlig trostlos? Gustavo Stenzel von Franklin Templeton Emerging Markets Equity erklärt, warum bestimmte Banken im Vergleich zu einer neuen Gruppe von Konkurrenten aus dem Bereich der Finanztechnologie gestärkt aus der Krise hervorgehen könnten.
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