März 2021 - Investmentabenteuer in den Emerging Markets

Investmentabenteuer in den Emerging Markets

Perspektiven

In Schwellenländern geht es um Erträge

Die Resilienz der Schwellenländer nach der Coronakrise ist keine Überraschung, meint Andrew Ness von Franklin Templeton Emerging Markets Equity. Aus seiner Sicht machen die Fundamentaldaten in bestimmten Märkten noch immer einen attraktiven Eindruck; zudem erinnert er die Anleger daran, was wirklich zählt – Erträge.

März 14, 2021

Perspektiven

Reflationssorgen dämpften im Februar den Optimismus der Anleger

Insgesamt sahen sich die Schwellenländer im Februar vor große Herausforderungen gestellt. Nichtsdestotrotz gibt es laut unserem Emerging Markets Equity Team Gründe für Optimismus, darunter die starke Erholung Chinas nach COVID-19 und eine Reihe potenzieller Chancen im Zuge der Pandemie.

März 05, 2021

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