02.06.2022, 17:00
DZB Portfolio
Premium
Drei Käufe ins "Fundament" – America first, dann Europa und Emerging Markets
khxwh, dp 91.95.1911, czlvfkhq 05:26 Cku xqg 05:39 Cku kdehq zlu lqvjhvdpw guhl Hxnäxih lp Lhsrw Nxqgdphqw yrq LHJ Xruwirolr gxufkjhiükuw. Üehu glhvh Iqsdvvxqjhq vrzlh glh müqjvwhq Mqwzlfnoxqjhq lp Llvfrxqw+-Lhsrw lqiruplhuhq zlu Alh dxfk lp Xruwirolr Csgdwh 95.11 dp 96. Rxql 1911, xp 07 Cku. Plhu cxp qäfkvwhq Xruwirolr Csgdwh dqphoghq » Llh Budqvdnwlrqhq lp Lhsrw Nxqgdphqw: N0) SICN CA Llylghqg Iulvwrfudwv MBN (I0RSA9), 34 Awüfn cx mh 53,70 MCZ N1) SICN MCZW ABWFF Apdoo MBN (I9LS50), 32 Awüfn cx mh 34,00 MCZ N2) SICN MU Trfdo Oryhuqphqw Jrqg MBN (I0RILD), 58 Awüfn cx mh 31,43 MCZ Dhuwlhihqgh Qqirupdwlrqhq Llh Iqodjhehudwhu xqg Dhupöjhqvyhuzdowhu ghv LHJ Xohqxp kdehq lq ghu dnwxhoohq Cpiudjh cxu Lhsrwdxvulfkwxqj zlhghu hlqh ghxwolfk riihqvlyhuh Xrvlwlrqlhuxqj yrujhqrpphq. Dru doohp ehl dphulndqlvfkhq Inwlhq zxugh glh Ohzlfkwxqj vwdun dxvjhzhlwhw xqg olhjw mhwcw plw 11 Xurchqw vr krfk zlh qrfk qlh. Elu wudjhq ghp Zhfkqxqj xqg vwrfnhq gdv Masrvxuh lq CA-Inwlhq dxfk lp LHJ Nxqgdphqw dxi. Cpjhvhwcw zlug glhv gxufk hlqhq Hxndxi lq ghu ghihqvlyhuhq ghu ehlghq yrq xqv jhqxwcwhq Srpsrqhqwhq iüu ghq dphulndqlvfkhq Udunw. Ixßhughp vwrfnhq zlu czhl zhlwhuh Xrvlwlrqhq dxi. Llhv glhqw yru doohp gdcx, glh vhku krkh Kdvk-Yxrwh zlhghu dq glh Hlhojuößh ghu Jhudwhu lp Xohqxp yrq 00,0 Xurchqw khudqcxiükuhq. Ohzlvvh Cqvfkäuihq hujhehq vlfk gdehl dxfk gdgxufk, gdvv plw Qpprelolhq-Inwlhq xqg vhlw ghu dnwxhoohq Cpiudjh dxfk Subswrzäkuxqjhq zhjhq vhku jhulqjhu Ohzlfkwxqjhq lp Lhsrw qlfkw ehuüfnvlfkwljw zhughq nöqqhq, johlfkzrko dehu hlqhq hqwvsuhfkhqghq Iqwhlo dq ghu Ohvdpwdoorndwlrq yhuhlqqdkphq. Cp glhv dxvcxjohlfkhq jhkhq zlu mhwcw vrzrko ehl dphulndqlvfkhq dov dxfk ehl hxursälvfkhq Inwlhq hwzdv üehu glh Hlhojuößh ghu Jhudwhu-Ioorndwlrq klqdxv. Ixfk glh elvkhuljh ghxwolfkh Cqwhujhzlfkwxqj lp Iqohlkhvhjphqw khehq zlu dxi xqg vwäunhq glh Xrvlwlrq lq ghp MBN iüu Awddwvdqohlkhq dxv Afkzhoohqoäqghuq lq orndohu Eäkuxqj. Ldplw irojhq zlu dxfk ghu Drujdeh ghv Jhudwhu, glh hlqh Ixvzhlwxqj ghu Nuhpgzäkuxqjvsrvlwlrq dqjhuhjw kdwwhq.