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Vagere grenzen tussen aandelen van opkomende, frontier- en ontwikkelde markten
De meeste beleggers zijn zich allicht bewust van wat de Fed en de Europese Centrale Bank doen, maar wat misschien minder vaak ter sprake komt, is dat de People's Bank of China een nog grotere balans heeft dan de Federal Reserve.
Wij blijven ervan overtuigd dat de grenzen van aandelen van opkomende, frontier- en ontwikkelde markten zullen blijven convergeren en beleggers veel potentiële kansen zullen bieden in hun portefeuilles - ongeacht welk etiket ze krijgen opgeplakt - de komende jaren.
Polen heeft in zijn geschiedenis vaak te lijden gehad onder verdeling en oorlogen. Dat het Poolse natiegevoel heeft overleefd, is dan ook een bewijs van zijn sterke cultuur.
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