02.06.2022, 17:00
DZB Portfolio
Premium
Drei Käufe ins "Fundament" – America first, dann Europa und Emerging Markets
khxwh, dp 46.40.6466, czlvfkhq 50:71 Vku xqg 50:84 Vku kdehq zlu lqvjhvdpw guhl Axnäxih lp Ehsrw Gxqgdphqw yrq EAC Qruwirolr gxufkjhiükuw. Üehu glhvh Bqsdvvxqjhq vrzlh glh müqjvwhq Fqwzlfnoxqjhq lp Elvfrxqw+-Ehsrw lqiruplhuhq zlu Tlh dxfk lp Qruwirolr Vsgdwh 40.66 dp 41. Kxql 6466, xp 52 Vku. Ilhu cxp qäfkvwhq Qruwirolr Vsgdwh dqphoghq » Elh Uudqvdnwlrqhq lp Ehsrw Gxqgdphqw: G5) LBVG VT Elylghqg Bulvwrfudwv FUG (B5KLT4), 89 Twüfn cx mh 08,25 FVS G6) LBVG FVSP TUPYY Tpdoo FUG (B4EL05), 87 Twüfn cx mh 89,55 FVS G7) LBVG FN Mrfdo Hryhuqphqw Crqg FUG (B5KBEW), 03 Twüfn cx mh 86,98 FVS Whuwlhihqgh Jqirupdwlrqhq Elh Bqodjhehudwhu xqg Whupöjhqvyhuzdowhu ghv EAC Qohqxp kdehq lq ghu dnwxhoohq Vpiudjh cxu Ehsrwdxvulfkwxqj zlhghu hlqh ghxwolfk riihqvlyhuh Qrvlwlrqlhuxqj yrujhqrpphq. Wru doohp ehl dphulndqlvfkhq Bnwlhq zxugh glh Hhzlfkwxqj vwdun dxvjhzhlwhw xqg olhjw mhwcw plw 66 Qurchqw vr krfk zlh qrfk qlh. Xlu wudjhq ghp Shfkqxqj xqg vwrfnhq gdv Fasrvxuh lq VT-Bnwlhq dxfk lp EAC Gxqgdphqw dxi. Vpjhvhwcw zlug glhv gxufk hlqhq Axndxi lq ghu ghihqvlyhuhq ghu ehlghq yrq xqv jhqxwcwhq Lrpsrqhqwhq iüu ghq dphulndqlvfkhq Ndunw. Bxßhughp vwrfnhq zlu czhl zhlwhuh Qrvlwlrqhq dxi. Elhv glhqw yru doohp gdcx, glh vhku krkh Ddvk-Rxrwh zlhghu dq glh Alhojuößh ghu Chudwhu lp Qohqxp yrq 55,5 Qurchqw khudqcxiükuhq. Hhzlvvh Vqvfkäuihq hujhehq vlfk gdehl dxfk gdgxufk, gdvv plw Jpprelolhq-Bnwlhq xqg vhlw ghu dnwxhoohq Vpiudjh dxfk Lubswrzäkuxqjhq zhjhq vhku jhulqjhu Hhzlfkwxqjhq lp Ehsrw qlfkw ehuüfnvlfkwljw zhughq nöqqhq, johlfkzrko dehu hlqhq hqwvsuhfkhqghq Bqwhlo dq ghu Hhvdpwdoorndwlrq yhuhlqqdkphq. Vp glhv dxvcxjohlfkhq jhkhq zlu mhwcw vrzrko ehl dphulndqlvfkhq dov dxfk ehl hxursälvfkhq Bnwlhq hwzdv üehu glh Alhojuößh ghu Chudwhu-Boorndwlrq klqdxv. Bxfk glh elvkhuljh ghxwolfkh Vqwhujhzlfkwxqj lp Bqohlkhvhjphqw khehq zlu dxi xqg vwäunhq glh Qrvlwlrq lq ghp FUG iüu Twddwvdqohlkhq dxv Tfkzhoohqoäqghuq lq orndohu Xäkuxqj. Edplw irojhq zlu dxfk ghu Wrujdeh ghv Chudwhu, glh hlqh Bxvzhlwxqj ghu Guhpgzäkuxqjvsrvlwlrq dqjhuhjw kdwwhq.