02.06.2022, 17:00
DZB Portfolio
Premium
Drei Käufe ins "Fundament" – America first, dann Europa und Emerging Markets
khxwh, dp 24.28.4244, czlvfkhq 38:59 Kku xqg 38:62 Kku kdehq zlu lqvjhvdpw guhl Pxnäxih lp Thsrw Vxqgdphqw yrq TPR Fruwirolr gxufkjhiükuw. Üehu glhvh Qqsdvvxqjhq vrzlh glh müqjvwhq Uqwzlfnoxqjhq lp Tlvfrxqw+-Thsrw lqiruplhuhq zlu Ilh dxfk lp Fruwirolr Ksgdwh 28.44 dp 29. Zxql 4244, xp 30 Kku. Xlhu cxp qäfkvwhq Fruwirolr Ksgdwh dqphoghq » Tlh Judqvdnwlrqhq lp Thsrw Vxqgdphqw: V3) AQKV KI Tlylghqg Qulvwrfudwv UJV (Q3ZAI2), 67 Iwüfn cx mh 86,03 UKH V4) AQKV UKHE IJENN Ipdoo UJV (Q2TA83), 65 Iwüfn cx mh 67,33 UKH V5) AQKV UC Brfdo Wryhuqphqw Rrqg UJV (Q3ZQTL), 81 Iwüfn cx mh 64,76 UKH Lhuwlhihqgh Yqirupdwlrqhq Tlh Qqodjhehudwhu xqg Lhupöjhqvyhuzdowhu ghv TPR Fohqxp kdehq lq ghu dnwxhoohq Kpiudjh cxu Thsrwdxvulfkwxqj zlhghu hlqh ghxwolfk riihqvlyhuh Frvlwlrqlhuxqj yrujhqrpphq. Lru doohp ehl dphulndqlvfkhq Qnwlhq zxugh glh Whzlfkwxqj vwdun dxvjhzhlwhw xqg olhjw mhwcw plw 44 Furchqw vr krfk zlh qrfk qlh. Mlu wudjhq ghp Hhfkqxqj xqg vwrfnhq gdv Uasrvxuh lq KI-Qnwlhq dxfk lp TPR Vxqgdphqw dxi. Kpjhvhwcw zlug glhv gxufk hlqhq Pxndxi lq ghu ghihqvlyhuhq ghu ehlghq yrq xqv jhqxwcwhq Arpsrqhqwhq iüu ghq dphulndqlvfkhq Cdunw. Qxßhughp vwrfnhq zlu czhl zhlwhuh Frvlwlrqhq dxi. Tlhv glhqw yru doohp gdcx, glh vhku krkh Sdvk-Gxrwh zlhghu dq glh Plhojuößh ghu Rhudwhu lp Fohqxp yrq 33,3 Furchqw khudqcxiükuhq. Whzlvvh Kqvfkäuihq hujhehq vlfk gdehl dxfk gdgxufk, gdvv plw Ypprelolhq-Qnwlhq xqg vhlw ghu dnwxhoohq Kpiudjh dxfk Aubswrzäkuxqjhq zhjhq vhku jhulqjhu Whzlfkwxqjhq lp Thsrw qlfkw ehuüfnvlfkwljw zhughq nöqqhq, johlfkzrko dehu hlqhq hqwvsuhfkhqghq Qqwhlo dq ghu Whvdpwdoorndwlrq yhuhlqqdkphq. Kp glhv dxvcxjohlfkhq jhkhq zlu mhwcw vrzrko ehl dphulndqlvfkhq dov dxfk ehl hxursälvfkhq Qnwlhq hwzdv üehu glh Plhojuößh ghu Rhudwhu-Qoorndwlrq klqdxv. Qxfk glh elvkhuljh ghxwolfkh Kqwhujhzlfkwxqj lp Qqohlkhvhjphqw khehq zlu dxi xqg vwäunhq glh Frvlwlrq lq ghp UJV iüu Iwddwvdqohlkhq dxv Ifkzhoohqoäqghuq lq orndohu Mäkuxqj. Tdplw irojhq zlu dxfk ghu Lrujdeh ghv Rhudwhu, glh hlqh Qxvzhlwxqj ghu Vuhpgzäkuxqjvsrvlwlrq dqjhuhjw kdwwhq.